William Walter Spero

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

• 02/2004 → 12/2016
  First Investors Corp
  Canonsburg, PA
• 12/2013 → 06/2019
  Foresters Advisory Services Llc
  Canonsburg, PA
• 12/2016 → 06/2019
  Foresters Financial Services
  Canonsburg, PA
• 06/2019 → 07/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 07/2024
  Cetera Investment Advisers Llc
  Canonsburg, PA
• 07/2024 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2019-06-19 → 2024-07-24
  Cetera Investment Advisers Llc
  Canonsburg, PA
• 2014-01-07 → 2019-06-20
  Foresters Advisory Services, Llc
  Canonsburg, PA

Other Businesses

1. WILLIAM SPERO POSITION: Advisor NATURE: OBA for life insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 2025 Berkley Ridge Drive, McDonald PA 15057, United States DESCRIPTION: advisor 2. TRI-POINTE WEALTH ADVISORS, LLC POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 07/17/2024 ADDRESS: 2400 Ansys Drive, suite 102, Canonsburg PA 15317, United States DESCRIPTION: Managing Partner of our Branch 3. SOUTHWEST REGIONAL CHAMBER OF COMMERSE POSITION: Member NATURE: Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/12/2024 ADDRESS: 990 Washington Pike, Bridgeville PA 15017, United States DESCRIPTION: Member

Exams

• S66 Uniform Combined State Law Examination
  2013-12-05
• S63 Uniform Securities Agent State Law Examination
  2004-04-12