Timothy Digiulio
Timothy Digiulio is a registered investment advisor at Osaic Wealth, INC., based in Amherst, NY, with 27 years of industry experience. Timothy 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
3820 Sheridan Drive, Amherst, NY, 14226
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Regulatory History (1)
Customer Dispute
September 2017Other Business ActivitiesSells Insurance
Timothy is an agent for L&M Group, selling insurance and long-term care policies, and an Investment Advisor Representative with Securities America Advisors, dedicating nearly full-time hours to investment advisory and client sales. He also serves as a Trustee/Advisor for PGA Reach of Western New York, dedicating minimal time to guiding policy for the charitable organization.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Investment Planning, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations26 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.