Giovanni Migliaccio
Giovanni Migliaccio is a registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 29 years of industry experience. Giovanni 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
225 Wireless Blvd, Suite 103, Hauppauge, NY, 11788
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Regulatory History (1)
Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Giovanni provides fixed insurance business through MLA Financial Services and Mark Vaimberg Financial, spending about half his time on it. He also works as a financial professional providing advisory investment accounts, wrap accounts, and third-party managed accounts, dedicating about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Whitaker Securities LLCBroker
Granite Associates, INCBroker
S.W. Bach & CompanyBroker
Harrison Securities, INC.Broker
Whitehall Wellington Investments, INC.Broker
H G IBroker
State Registrations18 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.