Jeffrey D Casale

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

• 09/2016 → 12/2016
  Lpl Financial Llc
  Tyngsborough, MA
• 09/2016 → 11/2016
  Digital Federal Credit Union
  Tyngsboro, MA
• 01/2017 → 01/2024
  Woodbury Financial Services Inc
  Groton, MA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Shirley, MA

Previous Registrations

• 2017-03-29 → 2024-01-19
  Woodbury Financial Services, Inc.
  Shirley, MA
  Groton, MA
  Poughkeepsie, NY
• 2008-02-01 → 2009-02-18
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA
• 2007-03-05 → 2008-01-28
  Putnam Investment Management, Llc
  Boston, MA

Other Businesses

Trusted Wealth Planning; Financial Advisor; Marketing my business under the name of Trusted Wealth Planning For marketing purposes only; 0 Hours per month (0 hours during securities trading hours); Start date - 01/01/2024; 2 SHAKER RD, D 218, SHIRLEY, MA, 01464

Exams

• S66 Uniform Combined State Law Examination
  2017-03-16
• S65 Uniform Investment Adviser Law Examination
  2007-02-09
• S63 Uniform Securities Agent State Law Examination
  2002-08-09

Other Names

• Jeff Dennis Casale