Jeffrey Marchitto
Jeffrey Marchitto is a registered investment advisor at Osaic Wealth, INC., based in Coral Springs, FL, with 24 years of industry experience. Jeffrey 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
4613 N University Drive, Suite 568, Coral Springs, FL, 33067
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Regulatory History (1)
Regulatory
July 2002Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent offering accident & health insurance, fixed/indexed annuities, and traditional life insurance products since 2016, dedicating minimal time to this. He also owns Marchitto Wealth Advisors LLC for managing business expenses and Twinvincible Charters LLC to own and maintain a boat.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 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.