Gerald Marino

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

• 01/2011 → Present
  Royal Alliance Associates
  Brooklyn, NY

Other Businesses

1. Maiorano & Associates, Inc POSITION: Tax Preparer NATURE: Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/14/2011 ADDRESS: DESCRIPTION: Prepare individual tax returns for clients of the office. 2. MAIORANO & ASSOCIATES, INC. POSITION: Other - Tax Preparer NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/14/2011 ADDRESS: 8754 Bay 16th Street Brooklyn, NY 11214, Brooklyn NY 11214, United States DESCRIPTION: Prepare individual tax returns for clients of the office

Exams

• S66 Uniform Combined State Law Examination
  2011-03-04