Richard Tassiello
Investment adviser representative at Osaic Advisory Services, LLC
22 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Advisory Services, LLCApr 2025 to now
- Osaic Wealth, Inc.Jan 2024 to now
- Rsg Partners Financial & Insurance Services, Inc.Feb 2004 to now
- Retirement Strategies Group, Inc.Jan 2004 to now
- Woodbury Financial Services IncNov 2016 to Jan 2024
- Arbor Point AdvisorsSep 2014 to Nov 2016
- Securities America Advisors, Inc.Jan 2013 to Nov 2016
- Securities America, Inc.Jan 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2675364
- Firm CRD
- 171070