Joseph Viviano is a registered investment advisor at Osaic Wealth, INC., based in Syracuse, NY, with 14 years of industry experience. Joseph 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
225 Wilkinson St, Syracuse, NY, 13204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the President & Co-founder of Foresight Capital Ventures, LLC, a real estate rental business, and owner/managing director of Ascension Wealth Management. He also dedicates time to volunteer work, outside employment, and board/committee memberships.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 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.