Steven Paolini is a registered investment advisor at Osaic Wealth, INC., based in Haddonfield, NJ, with 27 years of industry experience. Steven 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
35 Kings Highway East, Haddonfield, NJ, 08033
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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
Steven is a partner at Acito & Paolini and an associate at Alera Group and The Ascent Group, spending nearly full-time hours on these activities. He also serves as a board member for Holy Cross Preparatory High School, works as a broker for fixed insurance, and owns a second home.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Ascent Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Carillon Investments, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.Broker
State Registrations8 states
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