Johnny Michael Lavigne

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

• 08/2008 → 06/2024
  Cadaret, Grant & Co., Inc.
  Clifton Park, NY
• 10/2007 → Present
  Lavigne Financial
  Clifton Park, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Clifton Park, NY

Previous Registrations

• 2008-09-04 → 2024-06-17
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Clifton Park, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
• 2005-04-15 → 2006-12-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton Park, NY
  Albany, NY
  Clifton Parks, NY
  Albany, NY

Other Businesses

1. INSURANCE SALES, AGENT, 10% OF TIME DEVOTED TO ACTIVITY, SELL VARIABLE ANNUITIES WITH VARIOUS COMPANIES. 2. LAVIGNE FINANCIAL POSITION: President/Owner NATURE: Conducting all Financial Advisory Business through Osaic as LaVigne Financial LLC aka Johnny LaVigne. INVESTMENT RELATED: Yes NUMBER OF HOURS: 135 SECURITIES TRADING HOURS: 135 START DATE: 09/01/2008 ADDRESS: 7 Donswood Court, Clifton Park NY 12065, United States DESCRIPTION: Same as Financial Advisor. All business is run through Osaic channels. Advise Clients. Manage client portfolios. etc. No other business other than what is done through Osaic. 3.JOHNNY LAVIGNE POSITION: Owner of property NATURE: Lease Agreement with Significant Other, Jamie Landon, who is also a client. She will be providing rent payments as follows: Property: Condo - 380 W Ridges Blvd, Unit A Grand Junction, CO 81507 Start>July 2025* End>July 2026 Amount>$2000/mo Method of payment>Venmo *No payments have been made. Lease just signed. Waiting on Osaic Compliance Approval. First payment will include July/Aug/Sep. 4. Jamie's account #s> IRA - [REDACTED] Roth - [REDACTED] INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2025 ADDRESS: 7 Donswood Court, Clifton Park NY 12065, United States DESCRIPTION: Landlord. Property Owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-04
• S65 Uniform Investment Adviser Law Examination
  1997-08-04

Other Names

• John Lavigne