Andrew Gentile
Andrew Gentile is a registered investment advisor at Osaic Wealth, INC., based in Port St Lucie, FL, with 40 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Port St Lucie, FL
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Regulatory History (3)
Regulatory
April 2019Financial
May 2018Criminal
August 2017Other Business ActivitiesSells Insurance
Andrew is an Investment Advisor Representative at Novem Group, a Registered Representative at OSAIC WEALTH, INC., and owns Fair Share Divorce Solutions, LLC. He also sells fixed insurance through Advisors Academy and Pinnacle Insurance, and participates in the Tequesta Country Club Finance Committee and the Fellowship of Christian Athletes FCA board.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Ids Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.