Sallie Ann Pagano

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

• 12/2012 → 06/2024
  Securities America, Inc.
  Virginia Beach, VA
• 12/2012 → 06/2024
  Securities America Advisors, Inc.
  Virginia Beach, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2012-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Virginia Beach, VA
• 2006-07-14 → 2012-12-12
  Investors Security Company, Inc.
  Virginia Beach, VA
  Suffolk, VA
  Virginia Beach, VA
• 2006-05-02 → 2006-07-11
  Summit Financial Group Inc
  Virginia Bch, VA

Other Businesses

1. INVESTOR SECURITIES GROUP, INC. POSITION: Reg Rep NATURE: Registered Rep for OSJ marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/07/2012 ADDRESS: 1919 Commerce Dr, Suite 420, Hampton VA 23666 DESCRIPTION: Marketing to new reps for ISGVA and SAI 2. BAY INVESTMENT GROUP POSITION: agent NATURE: Insurance and HSA services INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/20/2005 ADDRESS: 291 Independence Blvd, Pembroke 4 Bldg, 420 Ste, Virginia Beach VA 23462 DESCRIPTION: Market and sell insurance

Exams

• S66 Uniform Combined State Law Examination
  2006-04-21
• S63 Uniform Securities Agent State Law Examination
  2001-03-21