Robert Joseph Maccioli

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

• 08/1999 → Present
  Minnesota Life Insurance Company
  St Paul, MN
• 11/1999 → Present
  Vinson Agency
  Springfield, MA
• 08/1999 → Present
  Ascend Financial
  St. Paul, MN
• 01/2000 → Present
  Horizon Financial Services
  Claremont, NH
• 09/2011 → 01/2024
  Woodbury Financial Services, Inc.
  Claremont, NH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Claremont, NH

Previous Registrations

• 2011-09-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Claremont, NH
  Claremont, NH
  Poughquag, NY
• 2010-01-11 → 2011-08-31
  Securian Financial Services, Inc.
  Claremont, NH
  Longmeadow, MA
  Claremont, NH

Other Businesses

1. HORIZON FINANICIAL SERVICES; INVT REL; 103 BROAD ST, CLAREMONT NH 03743; INDEXED ANNUITIES; OWNER; START 08/01/1999; 1 HR/MO; 1 HR/MO DURING TRADING; SERVICE A FEW INDEX ANNUITIES. 2. HORIZON FINANCIAL SERCIVES POSITION: owner NATURE: Income tax preparation and payroll servcies INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/1997 ADDRESS: 103 Broad St, Claremont NH 03743, United States DESCRIPTION: prepare income tax returns and payroll for payroll clients 3. HORIZON FINANCIAL SERVICES POSITION: owner and rep NATURE: fixed term life and health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1997 ADDRESS: 103 Broad St, Claremont NH 03743, United States DESCRIPTION: quote and sell term life and health insurance 4. ROBERT MACCIOLI POSITION: rentee NATURE: in-law apartment for mother to live. Rental income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2001 ADDRESS: 66 Fitch Reservoir Rd, Claremont NH 03743, United States DESCRIPTION: collect rent 5. MIRACLE MOUNTINA WILDLIFE FOODPLOTS POSITION: owner NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2001 ADDRESS: 66 Fitch Reservoir Rd, Claremont NH 03743, United States DESCRIPTION: design and develop wildlife foodplots

Exams

• S66 Uniform Combined State Law Examination
  1999-12-18

Other Names

• Bob Maccioli
• Robert J Maccioli