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CFP

George Bellucci

Osaic Advisory Services, LLC
31 Years of Experience
Westbury, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
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George Bellucci is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Westbury, NY, with 31 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.

Osaic Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
350 advisors
Number of Clients
29,898 clients
Average Client Portfolio
$518K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Post Avenue, Suite 201, Westbury, NY, 11590

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2005
Settled
Criminal
October 1981
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George is involved with Bellucci Insurance Brokerage, selling property and casualty insurance, dedicating about a third of his time. He is also an independent contractor for Geneva Wealth Management Ltd., spending nearly full-time hours on business expenses.

Employment History
Current Registrations
Osaic Advisory Services, LLC
October 2024 - Present · 2 yrs
Osaic Wealth, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Osaic Wealth, INC.
October 2024 - October 2024 · 0 mos
American Portfolios Advisors, INC
March 2004 - October 2024 · 20 yrs 7 mos
American Portfolios Financial Services, INC.Broker
January 2004 - October 2024 · 20 yrs 9 mos
Hartford Equity Sales Company INC.Broker
March 1999 - March 2000 · 1 yr
Franklin Securities L.L.C.Broker
January 1999 - February 2004 · 5 yrs 1 mo
W. S. Griffith & CO., INC.Broker
March 1995 - December 1998 · 3 yrs 9 mos
State Registrations7 states
CTFLGANJNYPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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