Ronald Salvatore Gambardella

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

• 07/2008 → Present
  Lincoln Financial Securites Corporation
  Hamden, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hamden, CT

Previous Registrations

• 2002-03-01 → 2025-01-24
  Osaic Fs, Inc.
  Hamden, CT
  Hamden, CT
  Hamden, CT

Other Businesses

1)RONALD GAMBARDELLA 72 LEONARD ROAD, HAMDEN, CT 06514 CATEGORY:REAL ESTATE RENTAL INVESTMENT-RELATED:NO TITLE: SOLE OWNER/LANDLORD DUTIES: COLLECT RENT/MAINTENANCE START DATE:6/1/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS:0 2)RONALD GAMBARDELLA, 26 INGLESIDE DRIVE, HAMDEN, CT 06514 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE DOCUMENTS START DATE: 1/1/2000 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3)RONALD S. GAMBARDELLA, 26 INGLESIDE DR., HAMDEN CT 06514 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS, FIXED ANNUITIES, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, P & C INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 10/2013 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4)HAMDEN HEALTH INSURANCE STORE, 943 DIXWELL AVE., UNIT D, HAMDEN CT 06514 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, MORTGAGE BROKERING/AGENCY OWNERSHIP START DATE: 12/1999 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 25 5)RONALD S. GAMBARDELLA, EA, 26 INGLESIDE DRIVE, HAMDEN CT 06514 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: OWNER DUTIES: PREPARE INCOME TAX RETURNS START DATE: 01/1988 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 40 6) RONALD GAMBARDELLA POSITION: Owner NATURE: Purchased residential real estate to rehab and sell. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2026 ADDRESS: 320 Fairfax Street, West Haven CT 06516, United States DESCRIPTION: Oversee the rehab of the property.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-16
• S65 Uniform Investment Adviser Law Examination
  1998-06-06

Other Names

• Ronald Gambardella