Joseph Altobelli
Joseph Altobelli is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Webster, NY, with 26 years of industry experience. Joseph 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 East Main St, Webster, NY, 14580
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Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Joseph sells various insurance products, including life, disability, health, long-term care, supplemental, and annuities, dedicating about 10-20% of his time to this activity. He also works as an Investment Advisory Representative (IAR) with Securities America Advisors, spending nearly full-time hours servicing and soliciting investment advisory business.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
UBS Painewebber INC.Broker
State Registrations21 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.