Thomas Leonardi
Thomas Leonardi is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Tallmadge, OH, with 45 years of industry experience. Thomas 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
10 Northwest Avenue, Suite 222, Tallmadge, OH, 44278
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the President/CEO of Strategic Capital Advisors, Inc., where he focuses on insurance sales, asset allocation, and financial planning, dedicating about 10-20% of his time. He also owns a sole proprietorship for fixed and health insurance sales, and commercial/residential rental properties, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Strategic Capital Advisors
Advantage Capital Corporation
Advantage Capital CorporationBroker
Vestax Securities CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations21 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.