Patrick William Manion

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

• 05/2016 → 02/2018
  Cetera Investment Services Llc
  St.CLoud, MN
• 05/2016 → 02/2018
  Columbia Bank
  Wayne, NJ
• 06/2016 → 02/2018
  Cetera Investment Advisors
  Wayne, NJ
• 02/2018 → 04/2018
  Unemployed
  North Haledon, NJ
• 04/2018 → 08/2023
  Ubs Financial Services
  Weekhawken, NJ
• 10/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 08/2023 → 10/2023
  Unemployed
  Wayne, NJ

Previous Registrations

• 2018-04-30 → 2023-09-12
  Ubs Financial Services Inc.
  Weehawken, NJ
  Charlotte, NC
  Weehawken, NJ
  Weehawken, NJ
• 2016-06-14 → 2018-02-15
  Cetera Investment Advisers Llc
  Wayne, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-06-03
• S63 Uniform Securities Agent State Law Examination
  2008-06-04

Other Names

• Patrick W Manion