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John Charles Salvaggio

Investment Adviser Representative at Osaic Institutions, Inc.

Boston, MACRD #1009803Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Charles Salvaggio is an investment adviser representative with Osaic Institutions, Inc. in Boston, MA, where they have been registered since 2011. They have worked in the securities industry since 1988 and have been registered with 5 firms, including Marblehead Capital, LLC and CCO Investment Services Corp. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
1 state or territory

Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/17/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 4/19/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 5/23/1986
Series 7
General Securities Representative Examination
Passed 4/19/1986
Series 22
Direct Participation Programs Representative Examination
Passed 5/24/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/14/1985

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Osaic Institutions, Inc.Current
5/2/2011 – Boston, MA
Marblehead Capital, LLC
12/6/2010 – 4/6/2011Beverly, MA
CCO Investment Services Corp.
8/3/2007 – 10/22/2009Brighton, MA
Investors Capital Advisory
7/7/2004 – 11/8/2006Topsfield, MA
Eastern Point Advisors Inc.
10/23/1998 – 6/14/2004Lynnfield, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Infinex Investments, Inc.
    Apr 2011 – no end date reportedBoston, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Osaic Institutions, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$5,500
Estimated blended rate
0.025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory services (fee-based portfolios, investment team support, case design), equity and fixed income trading, life/long-term care/disability insurance, trust services, training, lead generation, marketing support, and recruiting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Advisory ServicesFee-based PortfoliosEquity TradingFixed IncomeInsuranceTrust ServicesWealth SolutionsLead GenerationMarketing SupportRecruitingBanks And Credit Unions+1 more

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
550
Offices listed on AdvisorFinder:
26
Main office:
Meriden, CT
SEC file number:
801-67242

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 18, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Charles Salvaggio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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John Charles Salvaggio (Osaic Institutions) | AdvisorFinder