Pasquale Russo

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-11-21

MA RA
APPROVED

Since 2023-11-21

Branch Locations

Westford, MA • United States

11 North Road, Chelmsford, MA 01824 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Householder Group Estate & Retirement Specialists	Chelmsford	MA	10/2015	Present
Osaic	North Chelmsford	MA	11/2023	Present
Lpl Financial Llc	Chelmsford	MA	07/2007	10/2023

10/2015 → Present

Householder Group Estate & Retirement Specialists

Chelmsford, MA
11/2023 → Present

Osaic

North Chelmsford, MA
07/2007 → 10/2023

Lpl Financial Llc

Chelmsford, MA

Previous Registrations

2015-11-02 → 2023-11-13

Householder Group Estate & Retirement Specialists

Chelmsford, MA
2007-09-25 → 2016-09-08

Lpl Financial Llc

Chelmsford, MA

Fort Mill, SC

Chelmsford, MA

Newton, MA

Other Businesses

1) RUSSO REALTY TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2002 ADDRESS: PO Box 472, Westford MA 01886, United States DESCRIPTION: Its a 5 family home where I Collect rents, pay expenses and deal with tenants and/or maintenance issues 2) NOTARY PUBLIC POSITION: Notary Public NATURE: Its not a business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2016 ADDRESS: 11 North Road, Chelmsford MA 01824, United States DESCRIPTION: I verify the identity of a person when they are signing a document and I sign off on it and stamp the document. 3) RUSSO WEALTH ADVISORS POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/17/2023 ADDRESS: 11 North Road, Chelmsford MA 01824, United States DESCRIPTION: I work with individuals, families and small businesses helping them with their investing and financial planning.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-13
S63	Uniform Securities Agent State Law Examination	1997-05-07

S65 Uniform Investment Adviser Law Examination

1999-10-13
S63 Uniform Securities Agent State Law Examination

1997-05-07

View on SEC IAPD