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Arianna Galvin

8 Years of Experience
Scottsdale, AZ
Broker

Arianna Galvin is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 8 years of industry experience. Arianna 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 4 mos
Osaic Wealth, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Fs, INC.Broker
July 2018 - January 2025 · 6 yrs 6 mos
Osaic Fa, INC.Broker
July 2018 - January 2025 · 6 yrs 6 mos
Osaic Fa, INC.
July 2018 - January 2025 · 6 yrs 6 mos
Capital One Advisors, LLC
November 2017 - August 2018 · 9 mos
Capital One Investing, LLCBroker
August 2017 - August 2018 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.