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Andrea Elizabeth Coladarci

Osaic Wealth, Inc.

Beacon, NY

Madison, NJ

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-05
NY RA APPROVED 2026-05-04
  • NJ RA
    APPROVED
    Since 2026-05-05
  • NY RA
    APPROVED
    Since 2026-05-04

Branch Locations

427 Main Street Suite 104, Beacon, NY 12508 • United States

Madison, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Latham NY 12/2011 04/2022
Pinnacle Investments East Syracuse NY 04/2022 05/2026
Osaic Wealth, Inc. East Syracuse NY 05/2026 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-11
  • S66 Uniform Combined State Law Examination
    2011-10-11
Other Names
  • Andrea Moir

View on SEC IAPD

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