Joseph John Messina

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 01/2002 → 10/2024
  American Portfolios Financial Services, Inc
  Middle Village, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2010-03-03 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. JOSEPH J MESSINA, CPA, INCOME TAX PREPARATION ETC. SOLE PROPRIETOR 2. CRUMP - COMMISSION COMPENSATION INSURANCE AGENCY: LIFE AND LONG TERM CARE 3. CRUMP LIFE INSURANCE SVCS POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2002 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Minimal insurance agent sales 4. JOSEPH J MESSINA, CPA POSITION: CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 75 START DATE: 11/15/1990 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Income tax preparation. 5. JOSEPH J MESSINA, CPA POSITION: CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/15/1990 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Income tax preparation. 6. CRUMP LIFE INSURANCE SVCS POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2002 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Minimal insurance agent sales

Exams

• S66 Uniform Combined State Law Examination
  2001-03-07
• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Designations

• Certified Financial Planner