Unclaimed Profile

Giuseppe Francesco Visconti

ONESOURCE ADVISORS, LLC·GRANITE BAY, California

SIE, Series 7, Series 63, Series 65Clean record17 years registeredONESOURCE ADVISORS, LLC

4080 CAVITT STALLMAN ROAD, GRANITE BAY, CA 95746CRD# 5514465Firm CRD# 319078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Giuseppe Francesco Visconti · GRANITE BAY, CA

Registration

CRD #5514465 · ONESOURCE ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ONESOURCE WEALTH MANAGEMENT

Jan 2024 – present

FARTHER

May 2025 – Jan 2026

GRANITE BAY, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2018 – Jan 2024

ROSEVILLE, CA

WELLS FARGO CLEARING SERVICES, LLC

Oct 2012 – Jun 2018

ROSEVILLE, CA

CITIGROUP GLOBAL MARKETS INC.

May 2011 – Oct 2012

SAN JOSE, CA

CHASE INVESTMENT SERVICES CORP.

Dec 2009 – May 2011

SUNNYVALE, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Nov 2009

SACRAMENTO, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Sep 2008 – Mar 2009

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 29, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONESOURCE ADVISORS, LLC

CRD 319078 · SEC 801-129864

AUM

$100M

Regulatory assets under management

Employees

400 client accounts

Services offered by ONESOURCE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ONESOURCE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Giuseppe Francesco Visconti offer?

Giuseppe Francesco Visconti specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANITE BAY, California for a consultation.

What are Giuseppe Francesco Visconti's credentials?

Giuseppe Francesco Visconti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Giuseppe Francesco Visconti located?

Giuseppe Francesco Visconti is based in GRANITE BAY, California, working with ONESOURCE ADVISORS, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.

How does Giuseppe Francesco Visconti charge for services?

Giuseppe Francesco Visconti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONESOURCE ADVISORS, LLC?

ONESOURCE ADVISORS, LLC has approximately 2 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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