Sharon Lacolla
Sharon Lacolla is a registered investment advisor at Osaic Wealth, INC., based in Northport, NY, with 28 years of industry experience. Sharon 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
Northport, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharon is a CPA doing income tax returns and write-ups, dedicating about a quarter of her time to this. She is also an investment advisor representative and sells insurance products, including life and health insurance, dedicating about a quarter of her time to insurance sales and a minimal amount of time as a trustee.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations13 states
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