Donald Tonelli
Donald Tonelli is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Jose, CA, with 53 years of industry experience. Donald 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
4990 Speak Lane Suite 260, San Jose, CA, 95118
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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
Donald is an Investment Advisor Representative with Securities America Advisors, dedicating nearly full-time hours to providing investment advice and managing client portfolios. He also refers prospects to a real estate firm and sells life insurance, but spends minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Judy & Robinson Securities, INCBroker
Portfolio Investments, INC.Broker
Epic Securities CompanyBroker
Penn Mutual Equity Services, INC.Broker
State Registrations10 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.