Mindy Zatta
Mindy Zatta is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Canonsburg, PA, with 23 years of industry experience. Mindy 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
1900 Main Street, Suite 267, Canonsburg, PA, 15317
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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
Mindy is a Private Wealth Advisor at IronBridge Wealth Counsel, offering securities, insurance, and annuities, dedicating full-time hours to this role. She also serves on the boards of The Washington County Hospital Authority, The Washington Health Systems Foundation, the Washington Area Humane Society, and the Waynesburg University Business Advisory Board, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
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.