Louis Anthony Addesso

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

• 03/2010 → 05/2019
  Cadaret, Grant & Co., Inc.
  Melville, NY
• 06/2009 → Present
  A&F Capital Group
  Melville, NY
• 05/2019 → 08/2025
  Lpl Financial Llc
  Melville, NY
• 08/2025 → Present
  Osaic
  Melville, NY

Previous Registrations

• 2019-05-31 → 2025-08-20
  Lpl Financial Llc
  Fort Mill, SC
  Melville, NY
  Melville, Ny, NY
• 2010-03-30 → 2019-06-04
  Cadaret, Grant & Co., Inc.
  Melville, NY
  Syracuse, NY
• 2009-06-04 → 2010-03-30
  Gunnallen Financial, Inc
  Tampa, FL
  Garden City, NY
• 2005-11-02 → 2009-06-08
  Equitable Advisors, Llc
  Melville, NY
  New York, NY
  Melville, NY
  Melville, NY
  Huntington, NY
• 2005-08-18 → 2005-09-26
  Capital One Financial Advisors Llc
  Melville, NY

Other Businesses

1. AFC PLANNING GROUP POSITION: Co-owner NATURE: This is a corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2023 ADDRESS: 200 Broadhollow Rd, Ste. 207, Melville NY 11747, United States DESCRIPTION: I am the co-owner and use this business for fixed insurance business. 2. AFC PLANNING GROUP - INSURANCE POSITION: Partner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/08/2026 ADDRESS: 200 Broadhollow Rd., Suite 207, Melville NY 11747-4806, United States DESCRIPTION: On occasion we sell fixed annuities through various carriers.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-21
• S63 Uniform Securities Agent State Law Examination
  1999-11-04