Woodbury Financial Services, Inc
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About this Advisor
Richard Tassiello is an advisor based in San Diego, California. Currently a registered investment advisor at Woodbury Financial Services, Inc, Tassiello has 14 years of professional experience as a financial advisor. Tassiello has Series 63 and Series 66 licenses, which designate the advisor as a securities representative. Tassiello is registered to work with investors based out of California. Throughout their career, Tassiello has worked at Rsg Partners Financial & Insurance Services, Inc, Brecek & Young Advisors, Inc, Securities America, Inc, Retirement Strategies Group, Inc, Securities America Advisors, Inc, Arbor Point Advisors and Woodbury Financial Services Inc. Woodbury Financial Services, Inc is based out of San Diego, California, and has 590 brick-and-mortar locations across the nation. In total, Woodbury Financial Services, Inc manages $7 billion in assets throughout 36,076 client accounts and employs more than 1,945 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 13,010 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Woodbury Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Tassiello Work History
Richard has 14 years of experience.
Woodbury Financial Services Inc
Rsg Partners Financial & Insurance Services, Inc
Retirement Strategies Group, Inc
Arbor Point Advisors
Securities America Advisors, Inc
Securities America, Inc
Brecek & Young Advisors, Inc
Richard Tassiello has no disclosures.
Please visit their SEC profile for more details.