Louis Bruno is a registered investment advisor at Osaic Wealth, INC., based in Red Bank, NJ, with 23 years of industry experience. Louis 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
125 Half Mile Road, Suite 102, Red Bank, NJ, 07701
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Regulatory History (1)
Customer Dispute
September 2016Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Chelsea Financial ServicesBroker
Newbridge Securities CorporationBroker
Great Eastern Securities, INC.Broker
Independent Securities Investors CorporationBroker
Oppenheimer & CO. INC.Broker
S.W. Bach & CompanyBroker
J.P. Turner & Company, L.L.C.Broker
Salomon Grey Financial CorporationBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations2 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.