Robert Giaccone

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
NY	RA	APPROVED	2025-01-24

NY RA
APPROVED

Since 2025-01-24

Branch Locations

Massapequa, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corp	Massapequa	NY	09/2005	01/2025
Osaic Wealth, Inc.	Massapequa	NY	01/2025	Present

09/2005 → 01/2025

Lincoln Financial Advisors Corp

Massapequa, NY
01/2025 → Present

Osaic Wealth, Inc.

Massapequa, NY

Previous Registrations

2021-06-14 → 2025-01-24

Osaic Fa, Inc.

Massapequa, NY

Massapequa, NY

Other Businesses

1) ROBERT GIACCONE POSITION: POA for Brother NATURE: POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2011 ADDRESS: Massapequa, NY 11758 DESCRIPTION: POA for brother 2) ROBERT GIACCONE POSITION: Executor NATURE: Executor for mother INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: Massapequa, NY 11758 DESCRIPTION: Executor for my mother 3) ROBERT GIACCONE POSITION: POA for my mother NATURE: POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2008 ADDRESS: Massapequa, NY 11758 DESCRIPTION: POA for my mom 4) LANDMARK TAX SERVICE POSITION: Registered tax preparer NATURE: Prepare personal tax returns INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2008 ADDRESS: 99 Tulip Ave, Suite 201, Floral Park NY 11001, United States DESCRIPTION: Prepare tax returns 5) ROBERT GIACCONE POSITION: Agent NATURE: Insurance sales through a General Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 208 Seaford Ave, Massapequa, NY, USA NY 11758, United States DESCRIPTION: Sell products that best fit my clients needs.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-03-02

S63 Uniform Securities Agent State Law Examination

1998-03-02

Designations

Certified Financial Planner

View on SEC IAPD