Philip Ranalli
Philip Ranalli is a registered investment advisor at Osaic Wealth, INC., based in Haddonfield, NJ, with 27 years of industry experience. Philip 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
11 E Mount Vernon Ave., Haddonfield, NJ, 08033
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Regulatory History (1)
Customer Dispute
June 2025Other 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
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations10 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.