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Christopher Wayne Fletcher

Advisor at OSAIC — Murrysville, PA

Updated today

Credentials

Series 66

Experience

7 years

Location

Murrysville, PA

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Christopher Fletcher is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Kestler Financial Group. Fletcher also operates 6'6 Financial, a financial services firm through which he prospects for new clients and potentially offers insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Murrysville, PA

Murrysville PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

7 years of industry experience

OSAIC

2024 - Present • 2 years

Murrysville, PA

Securities America Advisors

2020 - 2024 • 4 years

Murrysville, PA

Securities America, Inc

2019 - 2024 • 5 years

Murrysville, PA

SECURITIES AMERICA, inc.

2018 - 2019 • 1 year

Leesburg, VA

Kestler Financial Group

2016 - 2018 • 2 years

Leesburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Mark D

Series 65

McKeesport, PA

Digiorgio Capital Management, Inc.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Wealth management
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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
user avatar

Richard N

Series 65

Lower Burrell, PA

SFR Wealth LLC

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.

General retirement planning Social Security optimization Annuities Retirement withdrawal strategies Approaching retirement
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Matthew S

Series 63, Series 66

McKeesport, PA

Salcedo Financial Services

Matthew Salcedo is the founder of Salcedo Financial Services in McKeesport, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at T. Rowe Price, Craig & Treff Financial Services, and Kestra Investment Services. Salcedo Financial Services offers investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and small businesses. The firm employs an asset-allocation-driven, discretionary investment approach guided by client-specific Investment Policy Statements and provides flexible fee arrangements beyond standard percentage-of-AUM billing.

Wealth management Options & derivatives strategies Founder/Business Owner
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Petru D

Series 65

Pittsburgh, PA

Franklin Madison Private Wealth

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Retirement withdrawal strategies Charitable giving & philanthropy
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