Aaron Vincent Bleggi

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

• 11/2010 → Present
  Cpi Wealth Management
  Saint Marys, PA
• 04/2011 → 01/2024
  Woodbury Financial Services, Inc
  Saint Marys, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Saint Marys, PA

Previous Registrations

• 2012-08-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Saint Marys, PA

Other Businesses

1) BLEGGI CLOSE REAL ESTATE, LLC; NONINVT REL; ST MARY'S,PA; OWNER/OPERATOR OF COMMERCIAL OFFICE SPACE; MGMT/PARTNER; START 1/1/10; 10 HRS/MTH, NONE DURING TRADING; PAYING BILLS, MANAGING TAX's/TENNANT RELATIONSHIPS.RESPONSIBLE FOR REPAIRs/MAINTENANCE TO PROPERTY 2) O MAC, INC; NONINVT REL; KERSEY, PA;STANDING TIMBER/REAL ESTATE INVESTMENTS;MEMBER; START 5/1/08; APPRX 0 HRS/MONTH.NON-ACTIVE, COMPANY IS NOT ACTIVE BUT DOES FILE A US TAX RETURN 3) WHITETAIL REAL ESTATE, LLC (WRE) POSITION: Owner NATURE: WRE Development LLC created in 2019. Attorney advised me to create separation between bldgs legally. Whitetail Real Estate has 5 buildings. Total of 8 units, properties are located in Saint Mary's PA. I am only owner & created this for legal reasons it functionally is same as my personal holdings & Bleggi Close Real Estate, LLC. INVESTMENT RELATED:Yes # OF HRS:10 SECURITIES TRADING HRS:5 START DATE:8/1/19ADDRESS:343 N Michael St Saint Mary's PA 15857 DESCRIPT: Managing properties/leases to produce rental income 4) BLEGGI CLOSE REAL ESTATE, LLC POSITION: owner/manager NATURE: Sole Member LLC in the state of Pennsylvania. Aaron Bleggi owns 100% of the membership units. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 25 START DATE: 10/01/2010 ADDRESS: 343 N Michael St,Saint Mary's PA 15857 DESCRIPT:Managing leases,maintenance of rental properties. Bleggi Close Real Estate currently owns and manages 18 different residential properties located in Saint Mary's PA 5) WHITETAIL REAL ESTATE, LLC POSITION: Owner NATURE: Whitetail Real Estate Development LLC was created in 2019. Attorney advised to start another LLC to create separation between bldgs legally. Whitetail Real Estate has 5 buildings as of today. Total units of 8 units, properties are located in Saint Mary's PA.I am only owner and created for legal reasons it functionally is same as my personal holdings &Bleggi Close Real Estate, LLC 6) Whitetail Real Estate has Participated in new construction projects to facilitate affordability housing opportunities for both the elderly, disadvantaged individuals&families in Saint Mary's PA INVESTMENT RELATED: Yes NUMBER OF HRS: 15 SECURITIES TRADING HRS: 5 START DATE: 08/01/2019 ADDRESS: 343 N Michael St, Saint Mary's PA 15857 DESCRIPT:Managing properties & leases to produce rental income Development of properties to create housing opportunities for seniors,disabled individuals & families 7) PERSONAL RENTAL PROPERTIES POSITION: Owner/Manager NATURE: Aaron Bleggi owns group of 11 rental properties in personal name outside of any LLC or entity. INVESTMENT RELATED: No NUMBER OF HRS: 25 SECURITIES TRADING HRS: 5 START DATE: 01/01/2004 ADDRESS: 343 N Michael St,Saint Marys PA 15857 DESCRIPTION: Aaron Bleggi owns LLCs that invest in multifamily and single family income producing real estate. Also own properties that are individually in my name. Total units are approx. w/ gross rents of approx. 552k Annually 8) BLEGGI FAMILY ORCHARDS LLC POSITION: Head Tree Trimmer and watering NATURE: I own a non active farm in rasellas PA about 18 miles from my home. I am planting 150 apple trees with intention of allowing my children to operate a pick your own organic orchard in about 4 years when the trees start to produce. Business is simple, maintain trees,keep deer out &manage pests. INVESTMENT RELATED: No NUMBER OF HRS: 5 SECURITIES TRADING HRS: 0 START DATE: 04/07/2016 ADDRESS: 100 N Michael St,Saint Marys PA 15857 DESCRIPTION: Check trees every other weekend and on pruning them one time in winter 9) DAYLIN POSITION: owner NATURE: Company invests in Rental Properties and holds Timberland in PA as long term investment. INVESTMENT RELATED: No NUMBER OF HRS: 8 SECURITIES TRADING HRS: 6 START DATE: 10/01/2021 ADDRESS: 343 N Michael St, Saint Marys PA 15857 DESCRIPTION: Managing tenants & income producing rental properties. Company owns two single family homes and one Duplex. Along with Timberland in Central PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-05
• S63 Uniform Securities Agent State Law Examination
  2011-05-23

Other Names

• Aaron V Bleggi