Osni
Ferreira Filho
Eversource Wealth Advisors, LLC
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About this Advisor
Osni Ferreira Filho is a certified financial planner working out of Hudson, Wisconsin with a total of 1 year of industry experience. Ferreira Filho works at Eversource Wealth Advisors, LLC. Throughout their career, they have worked at Aqseptence Group, Inc, Universidade Estadual De Campinas, Thrivent Investment Management Inc, Thrivent Financial and Eversource Wealth Advisors, LLC. Ferreira Filho maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Eversource Wealth Advisors, LLC is a registered investment company operating out of Birmingham, AL. It has offices in 11 locations and a total of 40 employees. It manages $2 billion in assets under management across its 4,774 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises two charitable organizations. Of its 4,774 accounts, 58% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Eversource Wealth Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Eversource Wealth Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$1,807,761,235
40
4,774
$378,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Osni Ferreira Filho Work History
Osni has been registered as a financial advisor for 1 years.*
Eversource Wealth Advisors, LLC
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Aqseptence Group, Inc
Universidade Estadual De Campinas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Osni Ferreira Filho 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 Eversource Wealth Advisors, LLC
Eustis, FL
Birmingham, AL
Phoenix, AZ
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Arlington, VA
Franklin, TN
Birmingham, AL
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The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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