Salvatore Culella
Salvatore Culella is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 52 years of industry experience. Salvatore 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
16020 Swingley Ridge, Suite 325, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2005Customer Dispute
May 1995Other Business ActivitiesSells Insurance
Salvatore is a notary public, spending minimal time on this activity. He also owns a sole proprietorship where he sells term life insurance, dedicating a few hours per week, and owns Pines Financial Group, a DBA for Royal Alliance work, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pines Financial Group, INC.
Walnut Street Securities, INC.Broker
Manequity, INC.Broker
American Capital Equities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations36 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.