Fabrizio
Giacona

Osaic Advisory Services, LLC

CRD#5515802
Investment Advisor
in Troy, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Fabrizio Giacona is a financial advisor based in Troy, Michigan, working with Osaic Advisory Services, LLC. Fabrizio has previously held positions at First Allied Advisory Services, Inc, First Allied Securities Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors LLC, Cetera Investment Advisors, Triad Advisors, and Triad Hybrid Solutions. Fabrizio has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, Florida, Indiana, Michigan, Minnesota, and Ohio. Currently, Fabrizio is part of Osaic Advisory Services, LLC, which operates out of Troy, 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.

Certifications and Registrations

Series 63, Series 66

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

Office Location

200 E Big Beaver Ste 102
Troy, MI 48083

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

MI Average: $3,570,121,308
Total Number of Employees

2,582

MI Average: 58
Total Number of Accounts

20,269

MI Average: 1,608
Average Account Size

$243,658

MI Average: $2,220,225

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

Fabrizio Giacona Work History

2023 - Present (1 year)

Triad Advisors

2023 - Present (1 year)

Triad Hybrid Solutions

2022 - 2023 (1 year)

Cetera Advisors LLC

2021 - 2023 (2 years)

Sageview Advisory Group, LLC

2020 - 2023 (3 years)

Cetera Investment Advisors

2016 - 2020 (4 years)

First Allied Advisory Services, Inc

2016 - 2020 (4 years)

First Allied Advisory Services

2013 - 2022 (9 years)

First Allied Securities Inc

Disclosures

Please visit the SEC profile of Fabrizio Giacona 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

Rachael Holcomb
Knoxville, TN
Kasia Medlar
Atlanta, GA
Jason Iannantuono
Allentown, PA
Thomas Gallardo
Atlanta, GA
Brian Lueker
Allentown, PA
Olivia Burke
Atlanta, GA
Devyn Bond
Seneca, SC
Devin Voorhees
West Chester, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started