Stephen Colantuono
Stephen Colantuono is a registered investment advisor at Osaic Wealth, INC., based in Sudbury, MA, with 46 years of industry experience. Stephen 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
321 Boston Post Road, Sudbury, MA, 01776
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Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Stephen is an advisor at Wayside Financial Partners, dedicating nearly full-time hours to advisory services. He also owns Wayside Financial Partners - Insurance, where he markets and services various insurance products, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Pruco Securities CorporationBroker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Fis Securities, INC.Broker
Prudential Securities IncorporatedBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Sun Investment Services CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.