Ercilia Donnelly
Ercilia Donnelly is a registered investment advisor at Osaic Wealth, INC., based in Capitola, CA, with 13 years of industry experience. Ercilia 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
4145 Clares Street Suite H, Capitola, CA, 95010
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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
Ercilia is a chapter member of Delta Kappa Gamma Society International, co-trustee for the Donnelly Family Trust, owner of Ercilia Donnelly and Associates, and provides advisory services through Securities America Advisors. She also sells insurance, including life and term, through Securities America, and dedicates about half of her time to advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
National Planning CorporationBroker
National Planning CorporationBroker
State Registrations5 states
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