Mark Gianno is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hyannis, MA, with 31 years of industry experience. Mark 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
296 Winter St, Hyannis, MA, 02601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the President of Gianno and Freda, Inc., a public accounting firm, dedicating nearly full-time hours to accounting, tax, and business advisory services. He also works as a financial advisor through Securities America Advisors, spending about 10% of his time on financial advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
New England SecuritiesBroker
State Registrations14 states
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