Mario Livecchi
Mario Livecchi is a registered investment advisor at Osaic Wealth, INC., based in Princeton, NJ, with 19 years of industry experience. Mario 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
116 Village Blvd, Suite 200, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2011Other Business ActivitiesSells Insurance
Mario works as a financial executive at Princeton Investment Services, focusing on DBA/fixed insurance and also as a financial advisor through Osaic, dedicating nearly full-time hours to these activities. Additionally, Mario engages in insurance sales, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations17 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.