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Emanuele Gulino

25 Years of Experience
South Miami, FL
1 DisclosureBrokerSells Insurance

Emanuele Gulino is a registered investment advisor at Osaic Wealth, INC., based in South Miami, FL, with 25 years of industry experience. Emanuele 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

7721 SW 62nd Avenue, Suite 201, South Miami, FL, 33143

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History

Regulatory History (1)
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Customer Dispute
June 2018
Denied
Other Business ActivitiesSells Insurance

Emanuele is involved in several business activities, including setting up a P.A. for sales, real estate ventures, tax preparation, mortgage loan origination, and property management. He also works full-time as an advisor for JullIe & Associates P.A., offering insurance, securities, tax preparation, and IAR services.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 6 mos
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INC.
February 2001 - May 2016 · 15 yrs 3 mos
Transamerica Financial Advisors, INCBroker
February 2001 - May 2016 · 15 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.