Joseph Emmanuel Debono

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

• 09/1997 → Present
  Td Waterhouse Investor Services Inc
  New York, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2006-06-21 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2004-06-17 → 2005-09-27
  Td Ameritrade, Inc.
  Great Neck, NY

Other Businesses

VOB YOUTH SOCCER - SMITHTOWN NY BOARD MEMBER YOUTH SOCCER LEAGUE NON-SECURITIES RELATED. START DATE 4/11. BOARD MEMBER 0% OWNERSHIP. 4 HOURS A MONTH DEVOTED TO THIS ACTIVITY. ZERO DURING MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-24
• S63 Uniform Securities Agent State Law Examination
  1997-03-13

Other Names

• Joe Debono
• Joseph Debono