Joshua Vilardi
Joshua Vilardi is a registered investment advisor at Osaic Wealth, INC., based in Trinity, FL, with 22 years of industry experience. Joshua 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
3622 Galileo Drive, Suite 103, Trinity, FL, 34655
Get directionsHistory
Regulatory History (2)
Financial
November 2018Financial
January 2018Other Business ActivitiesSells Insurance
Joshua is the President/Owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, spending significantly more than full-time hours on the former and about a quarter of his time on the latter. He also co-owns Vilardi Financial Center and is a board member for Tampa Bay Titan 100.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
State Registrations25 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.