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James Christopher Aiello

Osaic Advisory Services, LLC

Burnt Hills, NY

Atlanta, GA

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-30
NY RA APPROVED 2023-08-11
  • OH RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2023-08-11

Branch Locations

Burnt Hills, NY • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Private Wealth Management, Llc Manchester Center VT 02/2016 09/2016
Atlas Private Wealth Management, Llc Manchester Center VT 10/2016 10/2017
Atlas Private Wealth Management, Llc North Adams MA 01/2019 12/2019
Atlas Private Wealth Management, Llc Albany NY 01/2020 08/2023
Atlas Private Wealth Management, Llc North Adams MA 01/2018 12/2018
Atlas Private Wealth Management, Llc North Adams MA 11/2017 01/2018
Triad Hybrid Solutions Norcross GA 08/2023 Present
  • 02/2016 → 09/2016
    Atlas Private Wealth Management, Llc
    Manchester Center, VT
  • 10/2016 → 10/2017
    Atlas Private Wealth Management, Llc
    Manchester Center, VT
  • 01/2019 → 12/2019
    Atlas Private Wealth Management, Llc
    North Adams, MA
  • 01/2020 → 08/2023
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 01/2018 → 12/2018
    Atlas Private Wealth Management, Llc
    North Adams, MA
  • 11/2017 → 01/2018
    Atlas Private Wealth Management, Llc
    North Adams, MA
  • 08/2023 → Present
    Triad Hybrid Solutions
    Norcross, GA
Previous Registrations
  • 2016-04-25 → 2023-08-21
    Atlas Private Wealth Management, Llc
    Manchester Center, VT
    Albany, NY
    Albany, NY
  • 2003-07-16 → 2003-07-28
    Msi Financial Services, Inc.
    Broadview Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-26
S63 Uniform Securities Agent State Law Examination 1997-02-19
  • S65 Uniform Investment Adviser Law Examination
    2016-02-26
  • S63 Uniform Securities Agent State Law Examination
    1997-02-19
Other Names
  • J Christopher Aiello
  • James C Aiello

View on SEC IAPD

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