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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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GV

Giuseppe F. Visconti

ONESOURCE WEALTH MANAGEMENT
Granite Bay, CA 95746
Some features on this profile are disabled
CRD#: 5514465
GV

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.

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.
The advisor shows no other business activity.

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
Past

May 22, 2025 - January 7, 2026

FARTHER

RIA
CRD#: 302050
GRANITE BAY, CA
Past

March 5, 2024 - January 16, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Granite Bay, CA
Past

June 20, 2018 - January 24, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
ROSEVILLE, CA
Past

June 18, 2018 - January 24, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ROSEVILLE, CA
Past

October 11, 2012 - June 19, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ROSEVILLE, CA
Past

October 10, 2012 - June 19, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ROSEVILLE, CA
Past

May 31, 2011 - October 25, 2012

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN JOSE, CA
Past

May 27, 2011 - October 25, 2012

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN JOSE, CA
Past

December 10, 2009 - May 17, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SUNNYVALE, CA
Past

December 10, 2009 - May 17, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SUNNYVALE, CA
Past

October 13, 2009 - November 27, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SACRAMENTO, CA
Past

October 13, 2009 - November 27, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SACRAMENTO, CA
Past

September 29, 2008 - March 26, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
SAN JOSE, CA
Past

July 3, 2008 - March 26, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
SAN JOSE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
ONESOURCE WEALTH MANAGEMENT
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | WISE MONEY GUYS | ONESOURCE WEALTH MANAGEMENT | ONESOURCE HEALTH & WEALTH MANAGEMENT | ONESOURCE ADVISORS, LLC

CRD#: 319078 / SEC#: 801-129864

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
California
Registered Investment Advisory firm - (5/24/2024 Terminated)

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2008
General Securities Representative Examination

Current Firm

OW
ONESOURCE WEALTH MANAGEMENT
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | WISE MONEY GUYS | ONESOURCE WEALTH MANAGEMENT | ONESOURCE HEALTH & WEALTH MANAGEMENT | ONESOURCE ADVISORS, LLC

CRD#: 319078 / SEC#: 801-129864

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
California
Registered Investment Advisory firm - (5/24/2024 Terminated)
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Contact information

Main Address
4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746
Mailing Address
Phone number
(916) 967-3500
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts258
AUM (Assets Under Management)$ 140,000,000

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.

Company Information

ONESOURCE WEALTH MANAGEMENT

CRD#: 319078Granite Bay, CA 95746

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