Joseph Geneva
Joseph Geneva is a registered investment advisor at Osaic Wealth, INC., based in Plainview, NY, with 11 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
101 Commercial Street, Suite 400, Plainview, NY, 11803
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Regulatory History (1)
Criminal
July 2009Other Business ActivitiesSells Insurance
Joseph is a board member for the Michael Magro Foundation and a financial advisor for United Healthcare, focusing on health insurance sales. He also works as a financial advisor for Geneva Capital Management, providing financial advisory services, investment management, and selling insurance and annuities, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations15 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.