John Marinelli

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

• 12/2013 → 05/2022
  American Portfolios Financial Services
  Holbrook, NY
• 05/2022 → Present
  Osaic Wealth, Inc.
  Old Bridge, NJ

Previous Registrations

• 2014-01-28 → 2022-05-04
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-11-07 → 2013-12-16
  Invest Financial Corporation
  Old Bridge, NJ
  Staten Island, NY
• 2007-05-29 → 2008-03-25
  Citigroup Global Markets Inc.
  Elizabeth City, NC
  South Lawrenceville, NJ
• 2004-12-03 → 2007-05-29
  Citicorp Investment Services
  Staten Island, NY
  Staten Island, NY
  South Lawrenceville, NJ

Other Businesses

1) AJC ADVISORS POSITION: Tax Preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/08/2008 ADDRESS: 165 Texas Road, Old Bridge NJ 08857, United States DESCRIPTION: Income tax preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  2001-07-20

Designations

• Certified Financial Planner