Matthew Steven Lasala

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

• 07/2007 → 11/2018
  Signator Investors, Inc.
  Roseland, NJ
• 07/2007 → 11/2018
  John Hancock Life Insurance Co
  Roseland, NJ
• 11/2018 → Present
  Osaic Wealth, Inc.
  Park Ridge, NJ

Previous Registrations

• 2009-12-14 → 2018-11-02
  Signator Investors, Inc.
  Park Ridge, NJ
  Livingston, NJ

Other Businesses

1. Insurance Broker: Property and Casualty: Scirocco Group Inc 777 Terrace Ave Hasbrouck Heights, NJ 07604, start 5/20/2016, approx. 24 hrs mo, 0 trading hrs........... 2. INSURANCE BROKERAGE POSITION: Insurance broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2007 ADDRESS: 53 Broadway, Suite 53 B, Park Ridge NJ 07656, United States DESCRIPTION: Sales and service of non variable insurance, property and casualty insurance, Long term care insurance, disability insurance, and group health insurance. 3. DONATO FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 140 START DATE: 01/23/2023 ADDRESS: 53 Broadway, STE 53B, Park Ridge NJ 07656, United States DESCRIPTION: This is the DBA that I will be conduct my securities business through.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-01
• S63 Uniform Securities Agent State Law Examination
  2009-03-03