Peter A Viveiros

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

• 03/2007 → 09/2023
  Sagepoint Financial, Inc.
  East Meadow, NY
• 04/2013 → Present
  Keystone Realty Usa
  East Northport, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  East Meadow, NY

Previous Registrations

• 2007-03-06 → 2023-09-01
  Osaic Services, Inc.
  East Meadow, NY
  Huntersville, NC
  New York, NY
  Huntersville, NC
  Oradell, NJ
• 2004-07-19 → 2007-03-19
  Ladenburg Thalmann Asset Management Inc
  New York, NY

Other Businesses

KEYSTONE REALTY POSITION: Real Estate agent NATURE: Real Estate office INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 60 East Main Street, Kings Park NY 11754, United States DESCRIPTION: Real Estate Agent- I am not currently active as a realtor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-17
• S63 Uniform Securities Agent State Law Examination
  2000-01-18

Other Names

• Peter Andrew Viveiros
• Peter Andrew Viveiros