George Bellucci
George Bellucci is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Westbury, NY, with 30 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
400 Post Avenue, Suite 201, Westbury, NY, 11590
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2005Criminal
October 1981Other 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
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Franklin Securities L.L.C.Broker
W. S. Griffith & CO., INC.Broker
State Registrations7 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.