Frank Marzella
Frank Marzella is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Brookline, MA, with 30 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
Longwood, 1016 Beacon Street, Brookline, MA, 02446
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Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Frank works as a driver for Uber, starting in 2016.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
UBS Painewebber INC.Broker
The Boston GroupBroker
A.S. Goldmen & CO., INC.Broker
State Registrations17 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.