Sarvey Canella
Sarvey Canella is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Moon Township, PA, with 31 years of industry experience. Sarvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1150 Thorn Run Rd, Ste 102, Moon Township, PA, 15108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarvey is a financial advisor with Securities America Advisors and president of Canella Insurance Agency, selling fixed insurance products. Sarvey also owns rental properties, prepares taxes, and teaches financial education classes, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Next Financial Group, INC.Broker
Next Financial Group, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
Bcr Financial Services, LLC
Polaris Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.