Ricardo Graciano
Ricardo Graciano is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 29 years of industry experience. Ricardo 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
18400 Von Karman Avenue, Suite 400, Irvine, CA, 92612
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Regulatory History (1)
Financial
May 2016Other Business ActivitiesSells Insurance
Ricardo is involved in several outside business activities. He sells retail apparel and sports equipment, administers a youth baseball league, and works as an insurance broker offering fixed insurance products, including annuities, health, disability, long-term care, and life insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Silber Bennett Financial, INC.Broker
Claraphi Advisory Network, LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Essex National Securities, INC.
Essex National Securities, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Gwfs Equities, INC.Broker
Unionbanc Investment Services, LLCBroker
Duerr Financial CorporationBroker
CUNA Brokerage Services, INC.Broker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations6 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.