Anthony Vincent Martino

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

• 09/2011 → 02/2024
  Ameriprise Financial Services, Inc.
  Commack, NY
• 02/2024 → Present
  Osaic
  Hauppauge, NY

Previous Registrations

• 2017-03-30 → 2024-02-29
  Ameriprise Financial Services, Llc
  Commack, NY
  Hauppauge, NY

Other Businesses

1. DBS POSITION: licensed broker NATURE: this is a general insurance agent that we do business with for all sorts of term and cash value life. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/20/2015 ADDRESS: 5501 excelsior blvd, Minneapolis MN 55416, United States DESCRIPTION: i sell insurance, whether it be filling out apps, or instructing of illustrations. i do it all 2. LATITUDE WEALTH ADVISORS POSITION: financial representative NATURE: DBA- title of firm- this is how we market ourselves. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/23/2024 ADDRESS: 1200 Veterans Highway, Suite 105, Hauppague NY 11788, United States DESCRIPTION: everything included in a comprehensive financial planner. 3. STEADWISE WEALTH ADVISORS POSITION: financial representative NATURE: DBA- title of firm- this is how we market ourselves. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/23/2024 ADDRESS: 521 Hauppauge Road, Suite 206, Hauppague NY 11788, United States DESCRIPTION: everything included in a comprehensive financial planner.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-05