Alexis
Zuccaro
Osaic Advisory Services, LLC
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About this Advisor
Alexis Zuccaro is a financial advisor based in Bloomfield Hills, Michigan, working with Osaic Advisory Services, LLC. Alexis has previously held positions at Irish Beer Works, Rochester, First Allied Securites, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors LLC, Cetera Investment Advisors, Triad Advisors, and Triad Hybrid Solutions. Alexis has passed the Series 66 regulatory exam and is registered to provide services in Florida, Michigan, and Texas. Currently, Alexis is part of Osaic Advisory Services, LLC, which operates out of Bloomfield Hills, Michigan. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
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Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
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
Alexis Zuccaro Work History
Triad Advisors
Triad Hybrid Solutions
Cetera Advisors LLC
Sageview Advisory Group, LLC
Cetera Investment Advisors
First Allied Advisory Services, Inc
First Allied Advisory Services
First Allied Securites, Inc
Irish Beer Works, Rochester
Disclosures
Please visit the SEC profile of Alexis Zuccaro 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 Advisory Services, LLC
Atlanta, GA
Allentown, PA
Atlanta, GA
Knoxville, TN
Allentown, PA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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