Anthony Dominick Trimarchi

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

• 06/1998 → Present
  Cfo Wealth Consultant
  Uniondale, NY
• 09/1998 → Present
  St. John'S University
  Queens, NY
• 02/2005 → 10/2024
  American Portfolios Financial Services, Inc.
  Uniondale, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2005-03-03 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. CFO WEALTH ADVISORS, INC. POSITION: President/Owner NATURE: LIFE & HEALTH INSURANCE IN THE STATE OF NEW YORK AND ALL MY NEW YORK LIFE INSURANCE, FIXED ANNUITY AND HEALTH INSURANCE WILL BE CONDUCTED INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 99 Tulip Avenue, Suite 304, Floral Park NY 11001 DESCRIPTION: ALL OUTSIDE BUSINESS ACTIVITIES 2. JURS MONTGOMERY/SIMPLICITY GROUP POSITION: Insurance Broker NATURE: WHOLESALER OF LIFE, HEALTH AND DISABILITY INSURANCE POLICIES AS WELL AS FIXED ANNUITIES, DISABILITY AND LONG TERM CARE INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 1175 Pittsford-Victor Road, Ste 110, Pittsford NY 14534 DESCRIPTION: Company is a wholesaler of life, health and disability insurance products. Insurance products provided through Jurs Montgomery include but are not limited to: Nationwide Life, Mutual of Omaha, Mass Mutual, William Penn Life Insurance, Principal Life, Prudential Life, Guardian Life, Banner Life, Lincoln Life, Jackson National, Hartford Life, Athene Life, Genworth, John Hancock. 3. CFO WORKS, LLC POSITION: Joint Owner NATURE: Real estate holding company INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 99 Tulip Avenue, Suite 308, Floral Park NY 11001 DESCRIPTION: Maintenance of Real Estate, bill paying and management of offices. 4. OSAIC CEO ADVISOR FEEDBACK GROUP POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2024 ADDRESS: 18700 N. Hayden Road, Suite 255, Scottsdale AZ 85255 DESCRIPTION: Have open dialogue with senior management about operations, culture and experience for affiliating with Osaic. We discuss all systems and give feedback on ways to improve advisor and end client experience with the firm. 5. CFO WORKS, LLC POSITION: Minority Owner NATURE: CFO Works, LLC is a real estate holding company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 99 Tulip Avenue, Suite 308, Floral Park NY 11001 DESCRIPTION: Maintenance of Real Estate, bill paying and management of office. 6. TRIDA LLC POSITION: Minority Owner NATURE: Trida LLC, is a real estate holding company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2024 ADDRESS: 16 Garfield Street, Garden City NY 11530, United States DESCRIPTION: Maintenance of Real Estate, bill paying and management of property. 7. CFO REALTY ADVENTURES, LLC POSITION: Minority Owner NATURE: CFO Realty Adventures, LLC is a real estate holding company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 99 TULIP AVENUE, SUITE 304, FLORAL PARK NY 11001, United States DESCRIPTION: Maintenance of Real Estate, bill paying and management of offices. 8. CFO WEALTH ADVISORS, INC. POSITION: President/Owner NATURE: CFO WEALTH ADVISORS, INC. is an S Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 99 Tulip Avenue, Suite 304, Floral Park NY 11001, United States DESCRIPTION: Paying of office operating expenses. 9. ANTHONY TRIMARCHI - INSURANCE POSITION: Insurance Broker NATURE: Insurance sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 99 Tulip Avenue, Suite 304, Floral Park NY 11001, United States DESCRIPTION: Insurance Broker for sales and service.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-17
• S63 Uniform Securities Agent State Law Examination
  2000-08-02

Designations

• Certified Financial Planner