Frank Joseph Fattizzi
Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Frank Joseph Fattizzi? Claim your profile
Contact this firm
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
17 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- Osaic WeealthJul 2025 to now
- A&f Capital GroupJun 2009 to now
- LPL Financial LLCMay 2019 to Aug 2025
- Cadaret, Grant & Co., Inc.Mar 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4164139
- Firm CRD
- 23131