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Salvatore John Ferrito

Osaic Wealth, Inc.

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About Salvatore John Ferrito

Salvatore Ferrito is a financial advisor with over 39 years of experience in the industry. Salvatore is currently registered with Osaic Wealth, Inc. Salvatore has experience working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Salvatore is also a Chartered Financial Consultant. Salvatore's previous experience includes working with Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, MML Investors Services, Inc., and Penn Mutual Equity Services, Inc. Salvatore is committed to providing clients with personalized financial advice and guidance.

Firm Information

Salvatore Ferrito is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Salvatore Ferrito’s Registration & Firm History

WI

01/19/2024 - Present

Osaic Wealth, Inc. (WAUKESHA WI)

WI

02/17/2006 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (WAUKESHA WI)

NY

06/01/2005 - 03/06/2006

AXA ADVISORS, LLC (NEW YORK NY)

NY

09/02/1988 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NA

06/06/1985 - 10/04/1988

MML INVESTORS SERVICES, INC.

NA

09/04/1984 - 06/14/1985

PENN MUTUAL EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 01/14/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2013

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 12/05/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/31/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Salvatore John Ferrito. Review regulatory record here.
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