Frank
Marzella
Osaic Institutions, Inc
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About this Advisor
Frank Marzella is a financial advisor based in Medford, Massachusetts, working with Osaic Institutions, Inc. Frank has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Infinex Investments, Inc, and Brookline Bank. Frank has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Frank is part of Osaic Institutions, Inc, which operates out of Medford, Massachusetts. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Frank Marzella Work History
Infinex Investments, Inc
Brookline Bank
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Frank Marzella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
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