Avasarala Venkat Rao

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

• 10/2011 → 01/2024
  Woodbury Financial Services, Inc
  Chesterfield, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chesterfield, NJ

Previous Registrations

• 2011-10-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chesterfield, NJ
  Chesterfield, NJ
  Wexford, PA
• 2004-09-07 → 2011-10-04
  Signator Investors, Inc.
  Astoria, NY
  Westbury, NY
  Great Neck, NY

Other Businesses

1) AVASARALA VENKAT RAO; NON INV REL; 25 FENTON LANE, CHESTERFIELD, NJ 08515; OFFERING FIXED LIFE INSURANCE , DI AND FIXED ANNUITIES ON AN AS NEEDED BASIS TO CLIENTSL; AGENT; 10/16/2011; 70 HR/MO; 70HR/MO; MEETING CLIENTS , COMPLETING FACT FINDER , ASSESSING THEIR NEEDS & WANTS & OFFERING NEEDBASED SOLUTIONS. 2) PRAGMATIC FINANCIAL SOLUTIONS NETEWORK POSITION: AGENT NATURE: INSURANCE BUSINESS INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 10/19/2011 ADDRESS: 25 FENTON LANE, CHESTERFIELD NJ 08515, United States DESCRIPTION: OFFERING FIXED LIFE INSURANCE , DI & FIXED ANNUITIES ON AN AS NEEDED BASIS TO CLIENTS ASSESSING THEIR NEEDS & WANTS & OFFERING NEED BASED SOLUTIONS .

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-30
• S63 Uniform Securities Agent State Law Examination
  1997-05-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Avasarala V Rao