Richard John Denardi

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 07/2023
  Nationwide Investment Services Corporation
  Columbia, MD
• 07/2023 → Present
  Osaic Wealth, Inc.
  Timonium, MD

Previous Registrations

• 2014-07-14 → 2023-07-20
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2012-10-19 → 2013-05-06
  Chapin, Davis
  Baltimore, MD
• 2004-12-14 → 2005-08-04
  M&T Securities, Inc.
  Cheektowaga, NY
• 2001-04-23 → 2004-12-03
  Ferris, Baker Watts, Llc
  Baltimore, MD

Other Businesses

1) MID-ATLANTIC WEALTH ADVISORS, LLC POSITION: Registered Rep/ IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/20/2023 ADDRESS: 1954 Greenspring Dr Timonium MD 21093 DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 2) MID-ATLANTIC WEALTH ADVISORS, LLC- FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 07/20/2023 ADDRESS: 1954 Greenspring Dr Timonium MD 21093 DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 3) CUSTODIAL ACCT FOR [REDACTED], RICHARD J. DENARDI REP PAYEE POSITION: personal payee NATURE: personal payee for special needs sister INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 1501 Merritt Blvd Baltimore MD 21222 DESCRIPTION: Pay bills for my sister and all banking-related activities 4) RIPKEN BASEBALL POSITION: Coach/manager NATURE: Provide coaching services for amateur baseball tournaments. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2025 ADDRESS: 880 Long Dr Aberdeen MD 21001 DESCRIPTION: Manage amateur baseball teams.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-19
• S65 Uniform Investment Adviser Law Examination
  2001-02-20
• S63 Uniform Securities Agent State Law Examination
  2000-05-12

Other Names

• Rich Denardi