Stephen Colavito, financial advisor Ludowici GA

Stephen Colavito

CRD Number: 50391
Current Firm: Osaic Wealth, Inc.

Stephen Colavito (CRD# 50391) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ludowici, GA and has over 27 years of experience in the finance industry.

Similar Advisors
Dwain Blake, financial advisor Ludowici GA
Dwain A. Blake
CRD# 2957249
Abw, LLC
Similar Advisors
Matthew Cardella, financial advisor Ludowici GA
Matthew R. Cardella
CRD# 3181023
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Gary Dorsey, financial advisor Ludowici GA
Gary W. Dorsey
CRD# 2570922
Silver Oak Securities, Inc.
Company Name Location Dates Years
Osaic Ludowici, GA Aug 2023 - Current < 1
Intervest International Equities Corp Colorado Springs, CO Aug 2007 - Aug 2023 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Stephen A. Colavito
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.