Merrill
46yrs
Top advisor by experience in Princeton
20yrs
Mario Livecchi
Financial advisor at Osaic Wealth
Mario Livecchi has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Princeton, New Jersey. Mario has been with Osaic Wealth since 2024; before that, Mario spent four years at Securities America Advisors and nine years at Investacorp Advisory Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 899 advisors with offices in Princeton, and one of 842 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Princeton
Office116 Village Blvd Suite 200, Princeton, NJ 08540
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Securities America Advisors, Inc.Previously
- 2011 – 2020Investacorp Advisory Services Inc.Previously
- 2008 – 2011Wells Fargo Clearing Services, LLCPreviously
- Dec 2006 – May 2008Ameriprise Financial Services, LLCPreviously
Contact Mario
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Mario. 116 Village Blvd Suite 200Princeton, NJ 08540Office · Get directions
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Questions to ask Mario
Tailored to Mario’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mario
How do I contact Mario?
Call Osaic Wealth at (800) 821-5100 and ask for Mario Livecchi. Mario works from the Princeton, NJ office.
How long has Mario been a financial advisor?
Mario has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Princeton.
What licenses does Mario hold?
Series 66. Tap any license on this page to see what it allows.
Is Mario a fiduciary?
Mario is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mario paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mario for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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