John Charles Osorio

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2012 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 12/2023
  Lpl Financial Llc
  New York, NY
• 12/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2023 → Present
  Comprehensive Financial Partners
  New York, NY
• 03/2026 → Present
  Imperity Wealth Alliance Llc
  Melville, NY

Previous Registrations

• 2018-02-14 → 2023-12-22
  Lpl Financial Llc
  New York, NY
  Smithtown, NY
• 2012-02-03 → 2018-02-20
  Invest Financial Corporation
  New York, NY
  Appleton, WI
  Greenvale, NY
  Manhasset, NY
  Melville, NY
  Melville, NY
• 2000-03-03 → 2012-02-07
  Fsc Securities Corporation
  Greenvale, NY
  New York, NY
  Garden City, NY
  Garden City, NY

Other Businesses

1. Fixed insurance sales; as of 10/04/2023; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Comprehensive Financial Partners, Inc.; a private entity established to facilitate tax preparation, securities, advisory, and insurance business; as of 10/31/2003; 0% time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation, Comprehensive Financial Partners; as of 09/1999; 10% of Time spent during business hours; Conducted at branch; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-25

Designations

• Certified Financial Planner