Michael Theodore Iannuzzi

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

• 11/2015 → 11/2018
  Pnc Investments
  Pittsburgh, PA
• 11/2018 → 02/2025
  Fisher Investments
  Camas, WA
• 02/2025 → Present
  Osaic Wealth, Inc
  Portland, OR

Previous Registrations

• 2018-11-13 → 2020-08-27
  Fisher Investments
  Plano, TX
• 2015-11-10 → 2018-11-01
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2015-10-16 → 2015-11-05
  Edward Jones
  Pittsburgh, PA
  St Louis, MO
  Pittsburgh, PA
  St Louis, MO
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1. GENX FINANCIAL LLC POSITION: Associate Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/27/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX is the LLC that facilitates payroll and benefits for Innovative Financial Group employees. 2. INNOVATIVE WEALTH TEAM, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/27/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Sales / marketing of fixed annuities and non-variable insurance. 3. INNOVATIVE WEALTH TEAM, LLC POSITION: Associate Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/27/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Sales / marketing of securities, investment advisory, and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-29

Other Names

• Michael Iannuzzi