Martin James Mangialardi

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 08/2015 → 01/2026
  Cuna Mutual Group
  Waverly, IA
• 08/2015 → 01/2026
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2026 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Previous Registrations

• 2015-08-19 → 2023-03-30
  Cuna Brokerage Services, Inc.
  Massapequa, NY
  Madison, WI
  Denver, IA
• 2014-06-02 → 2015-05-19
  Sorrento Pacific Financial, Llc
  San Diego, CA
  Shoreham, NY
  Miller Place, NY
  Sayville, NY
  Wading River, NY
  Southhampton, NY
  Amytyville, NY
  Smithtown, NY
  Medford, NY
  Melville, NY
  Bohemia, NY
  Deer Park, NY
• 2008-11-14 → 2014-06-09
  Lpl Financial Llc
  East Hampton, NY
  Fort Mill, SC
  Riverhead, NY
  Perth Amboy, NJ
  East Hampton, NY
  Southampton, NY
  Sag Harbor, NY
• 2006-10-11 → 2007-06-06
  Chase Investment Services Corp.
  East Meadow, NY
  Flushing, NY
  Garden City, NY
  Great Neck, NY
  Hicksville, NY
  Huntington, NY
  Kings Park, NY
  Lake Grove, NY
  Massapequa, NY
  Plainview, NY
  Port Jefferson Station, NY
  Port Washington, NY
  Riverhead, NY
  Ronkonkoma, NY
  Setauket, NY
  Williston Park, NY
  Garden City Park, NY
  Elmont, NY
  Hicksville, NY
  Hampton Bays, NY
  North Babylon, NY
  Bohemia, NY
  Bay Shore, NY
  New Hyde Park, NY
  East Elmhurst, NY
  Bellport, NY
  Lindenhurst, NY
  East Farmingdale, NY
  Flushing, NY
  Westbury, NY
  Valley Stream, NY
  College Point, NY
  Babylon, NY
  Baldwin, NY
  Brightwaters, NY
  East Hampton, NY
  Plainview, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Wallington, NJ
  Ozone Park, NY
  Farmingdale, NY
  Hauppauge, NY
  Bayshore, NY
  New York, NY
  New York, NY
  Elmsford, NY
  Port Jervis, NY
  Harrison, NY
  Freeport, NY
  Stewart Manor, NY
  Great Neck, NY
  Garden City, NY
  Mineola, NY
  Forest Hills, NY
  Melville, NY
  South Lindenhurst, NY
  West Hampton Beach, NY
  Montauk, NY
  W. Babylon, NY
  Patchogue, NY
  New York, NY
  New York, NY
  New York, NY
  Brooklyn, NY
  Somers, NY
  Yonker, NY
  New York, NY
  New York, NY
  Forest Hills, NY
  Richmond Hill, NY
  Richmond Hill, NY
  Maspeth, NY
  Valley Stream, NY
  Elmont, NY
  Valley Stream, NY
  Hewlett, NY
  Valley Stream, NY
  Freeport, NY
  Island Park, NY
  West Hempstead, NY
  Queens Village, NY
  Floral Park, NY
  Garden City, NY
  Westbury, NY
  Levittown, NY
  Jericho, NY
  Syosset, NY
  Hicksville, NY
  Massapequa, NY
  Bethpage, NY
  Greenvale, NY
  Wantagh, NY
  Bayside, NY
  Corona, NY
  Jamaica, NY
  Flushing, NY
  Long Island City, NY
  Rockville Centre, NY
  Woodmere, NY
  Farmingdale, NY
  Greenlawn, NY
  Commack, NY
  Copiague, NY
  Bay Shore, NY
  Deer Park, NY
  West Islip, NY
  Patchogue, NY
  Hauppauge, NY
  West Sayville, NY
  Farmingville, NY
  Greenport, NY
  Shelter Island, NY
  Medford, NY
  Smithtown, NY
  Selden, NY
  Rocky Point, NY
  Bayside, NY

Other Businesses

High School Soccer Official, Nassau Boces, 71 Clinton Road, PO Box 9195, Garden City NY, Start date 9/1/18, not investment related, act as referee in HS Soccer Games, referee and/or coach for public school soccer, not involved in making decisions and day to day operations, 8 hours, none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-03
• S63 Uniform Securities Agent State Law Examination
  1988-10-05