Giuseppe F. Visconti

ONESOURCE WEALTH MANAGEMENT

Granite Bay, CA 95746

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CRD#: 5514465

Professional summary

Giuseppe Francesco Visconti, who also goes by Giuseppe VIsconti, is a registered financial advisor currently at ONESOURCE WEALTH MANAGEMENT located in Granite Bay, California and FARTHER located in Granite Way, California.

Giuseppe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Giuseppe has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Giuseppe Visconti

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: Legacy Capital Management, LLC; Is business Investment related: Yes; Address of other business: 4080 Cavitt Stallman Road, Suite 200 Granite Bay, CA 95746; Nature of other business: LLC that owns my investment advisory practice; Your position: Partner; Start date of relationship: 01/2024; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; Rental Property. Not Investment Related. 8641 Acacia Woods Court, Antelope, CA 95843, United States. Owner/Proprietor. 08/15/2014. 0-1 Hours. 0-1. Landlord.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giuseppe Francesco Visconti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2024 - Present

ONESOURCE WEALTH MANAGEMENT

Office #1: 4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746

RIA

CRD#: 319078

Granite Bay, CA

Current

May 22, 2025 - Present

FARTHER

Office #1: 4080 Cavitt Stallman Road Suite 200, Granite Way, CA 95746

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2008

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Giuseppe F. Visconti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giuseppe Francesco Visconti's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

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BANC OF AMERICA INVESTMENT SERVICES, INC.

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Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2008

Series 63

Date: 9/12/2008

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2008

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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