Peter
Aiello
Osaic Institutions, Inc
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About this Advisor
Peter Aiello is a financial advisor based in Canton, Massachusetts, working with Osaic Institutions, Inc. Peter has previously held positions at The Bank Of Canton, Pop's Fine Wines, Luxon Asset Management, Rise Private Wealth Management, Allstate, Nike, Powerplay Hockey, Coldrush Hockey, Saint Anselm College, Trinity Pawling School, and Infinex Investments, Inc. Peter has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Peter is part of Osaic Institutions, Inc, which operates out of Canton, 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
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Fee Structure
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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
Peter Aiello Work History
Infinex Investments, Inc
The Bank Of Canton
Pop'S Fine Wines
Luxon Asset Management
Rise Private Wealth Management
Rise Private Wealth Management
Allstate
Nike
Powerplay Hockey
Coldrush Hockey
Saint Anselm College
Powerplay Hockey
Coldrush Hockey
Powerplay Hockey
Coldrush Hockey
Trinity Pawling School
Disclosures
Please visit the SEC profile of Peter Aiello 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
South Windsor, CT
Meriden, CT
Meriden, CT
Cornelius, NC
Centerville, MA
Dover, NH
Canton, MA
Scarsdale, NY
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