Steven Merkel is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 24 years of industry experience. Steven 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
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Certified Financial Planner practitioner at Ciccarelli Advisory Services Inc, dedicating nearly full-time hours to investment management and financial planning. He also spends nearly full-time hours as a partner at Ciccarelli Advisory Management, LLC, providing financial advice and planning strategies to clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Ciccarelli Advisory Services INC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Piedmont Investment Advisors, LLC
Fac Wealth Management, LLC
Financial Advisory Consultants, LLC
Triad Advisors, INC.Broker
Investor Solutions, INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Chatfield Dean & CO., INC.Broker
L.C. Wegard & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations5 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.