Richard
Colacino

Osaic Wealth, Inc

CRD#2505828
Investment Advisor
in Brooklyn, NY

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About this Advisor

Richard Colacino is a financial advisor based in Brooklyn, New York, working with Osaic Wealth, Inc. Richard has previously held positions at Rc Financial, Inc, Osaic Wealth, Inc, and Colacino Tax Partners. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Richard is part of Osaic Wealth, Inc, which operates out of Brooklyn, New York. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 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 Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

304 7Th Avenue
Brooklyn, NY 11215

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

NY Average: $1,555,372,352
Total Number of Employees

6,838

NY Average: 37
Total Number of Accounts

437,201

NY Average: 1,370
Average Account Size

$216,280

NY Average: $1,135,308

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

Richard Colacino Work History

2006 - Present (18 years)

Rc Financial, Inc

2003 - Present (21 years)

Osaic Wealth, Inc

2002 - Present (22 years)

Colacino Tax Partners

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Colacino 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 Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

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.

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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.

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