Frank Chiodi
Frank Chiodi is a registered investment advisor at Osaic Wealth, INC., based in Scarsdale, NY, with 27 years of industry experience. Frank 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
188 Summerfield Street, 2nd Floor, Scarsdale, NY, 10583
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Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Frank is a life insurance agent since 1999 and receives health insurance residual commissions since 2000, dedicating minimal time to each. He is also the President of Team Chiodi LLC DBA Precision Wealth Solutions, spending about a quarter of his time on this and a full-time equivalent on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.Broker
Signator Investors, INC.Broker
State Registrations24 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.