John Pacelli
John Pacelli is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Ramon, CA, with 48 years of industry experience. John 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
6101 Bollinger Canyon Road, Suite 225, San Ramon, CA, 94583
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
John works as an insurance agent since 2019, offering disability, traditional life insurance, and fixed/fixed indexed annuities. This requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Mutual Service CorporationBroker
Associated Securities CORP.Broker
Integrated Resources Equity CorporationBroker
Christopher Weil & Company, INCBroker
Boettcher & Company, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Bear, Stearns & CO.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations14 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.