Torrey Giancursio
Torrey Giancursio is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 12 years of industry experience. Torrey 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
350 Linden Oaks, Suite 140, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2025Other Business Activities
Torrey is an Investment Adviser Representative and Registered Representative with Osaic Wealth, Inc., dedicating about a quarter of their time to these roles. Additionally, Torrey is president of Giancursio Excavating, Inc., Giancursio Farms, Inc., and Fourbridges Financial Group (used for marketing), and a Registered Rep with Novem Group RIA, allocating about a quarter of their time to each of the first three and minimal time to the last.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Waddell & ReedBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
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.