Andrew Louis Gentile

CFP

Osaic Wealth, INC.

40 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

601 Heritage Drive, Suite 225, Jupiter, FL, 33458

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 2019

Final

Financial

May 2018

Final

Criminal

August 2017

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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.