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Stephen Alan Colavito Sr.

Advisor at OSAIC — Ludowici, GA

Updated today

Credentials

Series 63, Series 65

Experience

50 years

Location

Ludowici, GA

OSAIC logo

OSAIC

Institution

Total advisors

7,831

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Intervest International Equities Corp for 16 years. He is also involved in insurance brokerage as the owner of a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Ludowici, GA

Ludowici GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

50 years of industry experience

Osaic

2023 - Present • 3 years

Ludowici, GA

Intervest International Equities Corp

2007 - 2023 • 16 years

Colorado Springs, CO

Signator Investors, Inc.

1999 - 2006 • 7 years

Mackenbach

Disclosures

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

Business activities & affiliations

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William K

ChFC®, Series 63, Series 66

Townsend, GA

Empirikal Partners LLC

William Kosic is a financial advisor with Empirikal Partners LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 49 years of industry experience and currently serves as President of the Belvedere Island Property Owners Association, a nonprofit organization where he manages and oversees association affairs. His prior experience includes roles at Bankers Life and Kestra Investment Services, among others. Empirikal Partners LLC is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios to client objectives and providing ongoing monitoring and quarterly reviews.

Business exit / sale strategy Debt management
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Gary D

CFP®, Series 63, Series 65

Jesup, GA

Silver Oak Securities, Inc.

Gary Dorsey is a CFP®-credentialed financial advisor with 31 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial, Invest Financial Corp., Capital Research and Management, Inc., and Sugarloaf Wealth Management, LLC. Outside of his advisory work, he owns Gary W. Dorsey and Associates, an investment-related business providing life insurance and fixed annuity sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm offers various advisory programs emphasizing discretionary investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Len G

ChFC®, Series 63, Series 65

Hinesville, GA

Capital Investment Advisory Services, LLC

Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 53 years of industry experience. He has worked at Capital Investment Advisory Services since 2018 and operates Graddy & Associates Financial Group, a financial planning business specializing in life, annuity, and long-term care planning. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, tailoring portfolios to client objectives and managing the majority of assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Travis B

Series 66

Hinesville, GA

First Command Advisory Services

Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years prior to his current role, and is also CEO of T Bowen Consulting, LLC, a non-investment-related business used for payroll purposes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Alexander S

Series 66

Hinesville, GA

First Command Advisory Services

Alexander Stewart is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked at several First Command entities since 2021. Stewart also serves as a Commander and Qualified Intelligence Officer in the Louisiana Army National Guard, a role he has held since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Ferrell O

Series 63, Series 65

Jesup, GA

Hornor, Townsend & Kent, LLC

Ferrell O'Quinn is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and Country. Outside of advising, he manages a laundry business and is involved in billboard and digital board sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with third-party asset manager relationships to provide tailored investment solutions.

Business succession planning Wealth management
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