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Philip Ranalli

Osaic Wealth, INC.
28 Years of Experience
Haddonfield, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Philip Ranalli is a registered investment advisor at Osaic Wealth, INC., based in Haddonfield, NJ, with 28 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

View Full SEC Brochure

Location

11 E Mount Vernon Ave., Haddonfield, NJ, 08033

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History

Regulatory History (1)
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Customer Dispute
June 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip owns his office building and rents out an apartment. He also works with Highland Capital Brokerage to facilitate insurance and fixed annuity business, and is joining a Securities America office using the DBA Wealth Management Associates, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 2 yrs 4 mos
Wealth Management Associates, INC.
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
July 2016 - June 2024 · 7 yrs 11 mos
LPL Financial LLCBroker
January 2003 - July 2016 · 13 yrs 6 mos
LPL Financial LLC
January 2003 - July 2016 · 13 yrs 6 mos
Prudential Securities Incorporated
June 2002 - January 2003 · 7 mos
Prudential Securities IncorporatedBroker
May 1998 - January 2003 · 4 yrs 8 mos
State Registrations10 states
CACTDEMDMTNCNJPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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