Thomas Bilotti
Thomas Bilotti is a registered investment advisor at Osaic Wealth, INC., based in Danville, CA, with 31 years of industry experience. Thomas 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
208 Santiago Ct, Danville, CA, 94526
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Thomas sells fixed insurance products and originates mortgages as a sales representative for Freedom Equity Group Financial Services, dedicating about half of his time. He also works as an agent for various insurance companies selling life insurance and annuities, also spending about half of his time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
United Securities Alliance, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
State Registrations4 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.