Lynn Ferraina is a registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 33 years of industry experience. Lynn 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
9601 Tamiami Trail North, Naples, FL, 34108
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Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Lynn is the owner of Ciccarelli Advisory Services, Inc., providing investment advisory services and spending full-time hours on this. Lynn also owns CAM LLC and participates in committees for Naples Community Hospital and Collier Community Foundation, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Ciccarelli Advisory Services INC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations19 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.