Andrea Elizabeth Coladarci

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

• 12/2011 → 04/2022
  Valic Financial Advisors, Inc.
  Latham, NY
• 04/2022 → 05/2026
  Pinnacle Investments
  East Syracuse, NY
• 05/2026 → Present
  Osaic Wealth, Inc.
  East Syracuse, NY

Previous Registrations

• 2022-04-07 → 2026-05-04
  Pinnacle Investments, Llc
  East Syracuse, NY
  Morristown, NJ
  Rochester, NY
  Long Valley, NJ
  East Syracuse, NY
  Morristown, NJ
  East Syracuse, NY
• 2011-12-05 → 2022-04-06
  Valic Financial Advisors, Inc.
  Latham, NY
  Berkeley Heights, NJ
  Jersey City, NJ
  Berkeley Heights, NJ
• 2011-10-12 → 2012-01-04
  Morgan Stanley
  Morristown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-10-11

Other Names

• Andrea Moir