Peter Angelo Maiorano

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

• 12/2002 → Present
  Royal Alliance Associates, Inc
  Brooklyn, NY

Other Businesses

1) Maiorano And Associates Inc Address 8754 bay 16th street Brooklyn NY 11214, is my primary office. 2) FIXED INSURANCE; SELLS LONG TERM CARE, FIXED ANNUITIES AND LIFE AND HEALTH INSURANCE WITH NATIONAL INTEGRITY LIFE. 3) MAIORANO & ASSOCIATES, INC POSITION: TAX PREPARER NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/04/2004 ADDRESS: 8754 Bay 16th St, Brooklyn NY 11214, United States DESCRIPTION: Tax Preparation for retail clients. Tax planning during non-tax season as well. 4) MAIORANO & ASSOCIATE OF PARK SLOPE POSITION: owner NATURE: Sole Propiertorship DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 03/02/2016 ADDRESS: 489 3rd Ave, Brooklyn NY 11215, United States DESCRIPTION: Seeing clients and preparing tax returns. 5) FIXED INSURANCE POSITION: sales NATURE: Jurs Mongomery Brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/08/2019 ADDRESS: 8754 bay 16th street, Brooklyn NY 11214, United States DESCRIPTION: life insurance sales 6) CRUMP POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 7 START DATE: 10/01/2004 ADDRESS: 8754 Bay 16th St, Brooklyn NY 11214, United States DESCRIPTION: Agent for fixed annuities, fixed life insurance, health insurance and LTC

Exams

• S66 Uniform Combined State Law Examination
  2022-02-08
• S65 Uniform Investment Adviser Law Examination
  2003-05-10
• S63 Uniform Securities Agent State Law Examination
  1993-01-28