Lynn Ann Ferraina

Osaic Wealth, INC.

33 Years of Experience

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Firm Information

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9176 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners

Advisor Information

Office location

9601 Tamiami Trail North, Naples, FL, 34108

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2008

Denied

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Other 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.