Stephen Colavito
Stephen Colavito is a registered investment advisor at Osaic Wealth, INC., based in Ludowici, GA, with 50 years of industry experience. Stephen 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
Ludowici, GA
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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
Stephen uses the DBA 1st Financial Services Int'l as his company name. He is also a financial advisor with Centinel Financial Group and owns an insurance brokerage, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Intervest International Equities CorporationBroker
Intervest International, INC.
Integrated Financial Planning ServicesBroker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Financial Planning Services - International, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planning Services - International, INC.Broker
Mutual Benefit Financial Service CompanyBroker
Titan Capital CorporationBroker
Mony Securities CORP.Broker
Blc Equity Services CorporationBroker
Integrated Resources Equity CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Blc Equity Services CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 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.