Louis Thomas Tellone

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

• 01/2014 → Present
  Belmont Tax Service
  Bronx, NY
• 06/2015 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-08-20 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. IAR WITH AMERICAN PORTFOLIOS ADVISORS, INVESTMENT RELATED, HOURS DEVOTED AND COMPENSATION ARE CURRENTLY TBD, START DATE = UPON PASSING SERIES 66 2. ACCOUNTING AND TAX PREPARATION, DBA BELMONT TAX SERVICE, NOT INVESTMENT RELATED, $33K COMPENSATION/YEAR, START DATE = 1/15/2014, SEASONAL HOURS 3. BELMONT TAX SERVICE POSITION: President/Owner NATURE: ACCOUNTING AND TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/15/2014 ADDRESS: 593 East 187th Street, Bronx NY 10463, United States DESCRIPTION: Management of overall business, bookkeeping, tax prep/planning, and resolving issues with taxing authorities. 4. BELMONT TAX SERVICE POSITION: President/Owner NATURE: S-corp with single shareholder being myself INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2014 ADDRESS: 593 E 187th St, Bronx NY 10458, United States DESCRIPTION: Manager dealing with client by appointment, tax prep, and resolution with taxing issues/disputes.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-14