Richard
Tassiello

Woodbury Financial Services, Inc

CRD#2675364
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3550 Camino Del Rio N Suite 207
San Diego, CA 92108

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,761,487,451

CA Average: $5,289,111,388
Total Number of Employees

1,945

CA Average: 157
Total Number of Accounts

36,076

CA Average: 8,262
Average Account Size

$187,423

CA Average: $640,173

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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.

2016 - Present (3 years)

Woodbury Financial Services Inc

2014 - 2016 (2 years)

Arbor Point Advisors

2013 - 2016 (3 years)

Securities America Advisors, Inc

2009 - 2016 (7 years)

Securities America, Inc

2006 - 2009 (3 years)

Brecek & Young Advisors, Inc

2004 - Present (15 years)

Rsg Partners Financial & Insurance Services, Inc

2004 - Present (15 years)

Retirement Strategies Group, Inc

Disclosures

Richard Tassiello has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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