Christopher Jeffrey Decilio

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
TX	RA	APPROVED	2024-10-09
FL	RA	APPROVED	2023-11-03
ME	RA	APPROVED	2023-11-03
MA	RA	APPROVED	2023-11-03
MI	RA	APPROVED	2023-11-03
NH	RA	APPROVED	2023-11-03

TX RA
APPROVED

Since 2024-10-09
FL RA
APPROVED

Since 2023-11-03
ME RA
APPROVED

Since 2023-11-03
MA RA
APPROVED

Since 2023-11-03
MI RA
APPROVED

Since 2023-11-03
NH RA
APPROVED

Since 2023-11-03

Branch Locations

Arlington, MA • 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
Fsc Securities Corporation	Framingham	MA	06/2002	11/2023
Decilio Financial Inc	Arlington	MA	09/2021	Present
Osaic Wealth, Inc.	Arlington	MA	11/2023	Present

06/2002 → 11/2023

Fsc Securities Corporation

Framingham, MA
09/2021 → Present

Decilio Financial Inc

Arlington, MA
11/2023 → Present

Osaic Wealth, Inc.

Arlington, MA

Previous Registrations

2002-06-07 → 2023-11-03

Fsc Securities Corporation

Arlington, MA
2001-09-06 → 2002-06-20

Waddell & Reed

Waltham, MA

Other Businesses

1) DECILIO PROPERTIES POSITION: Owner NATURE: Real Estate ownership. Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/31/2016 ADDRESS: 67 FOSTER STREET, Arlington MA 02474, United States DESCRIPTION: Ownership of real estate for income production. Typical landlord duties. 2) DECILIO FINANCIAL INC POSITION: Principal NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2007 ADDRESS: 67 Foster Street, Arlington MA 02474, United States DESCRIPTION: DeCilio Financial Inc is an S-corp established for the purposes of filing business tax returns. 3) CHRISTOPHER DECILIO POSITION: Other - Act as agent for various life, disability and long-term care insurance carriers NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2002 ADDRESS: 67 Foster Street, Arlington MA 02474, United States DESCRIPTION: Act as an agent/MA broker of insurance 4) CHARTPOINT FINANCIAL GROUP POSITION: Principal NATURE: DBA only. Advisor is already incorporated (S-Corp) under DeCilio Financial, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 230 SECURITIES TRADING HOURS: 100 START DATE: 12/10/2024 ADDRESS: 67 FOSTER ST, ARLINGTON MA 02474, United States DESCRIPTION: Financial planning, investment planning and investment management.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-08-13
S63	Uniform Securities Agent State Law Examination	1997-11-15

S65 Uniform Investment Adviser Law Examination

2001-08-13
S63 Uniform Securities Agent State Law Examination

1997-11-15

Designations

Certified Financial Planner

View on SEC IAPD