Fabrizio Giacona
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
7 statesRegistered 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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJun 2023 to now
- Triad Hybrid SolutionsJun 2023 to now
- Triad AdvisorsJun 2023 to Aug 2024
- Cetera Advisors LLCSep 2022 to Jun 2023
- Sageview Advisory Group, LLCSep 2021 to Jun 2023
- Cetera Investment AdvisorsNov 2020 to Jun 2023
- First Allied Advisory Services, Inc.Jan 2016 to Nov 2020
- First Allied Securities Inc.Oct 2013 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, FL, IN, MI, MN, OH).
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
- 5515802
- Firm CRD
- 171070