Sallie Pagano
Sallie Pagano is a registered investment advisor at Osaic Wealth, INC., based in Virginia Beach, VA, with 25 years of industry experience. Sallie 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
291 Independence Blvd., Suite 420, Virginia Beach, VA, 23462
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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
Sallie is a registered representative for Investor Securities Group, marketing to new reps, and an agent with Bay Investment Group, marketing and selling insurance. She also works as an investment advisor with Securities America Advisors, managing client accounts and providing financial advice, taking about half of her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investors Security Company, INC.
Investors Security Company, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Edward JonesBroker
State Registrations26 states
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