Joseph J Tassiello

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

• 05/2021 → 01/2025
  Equitable Advisors
  New York, NY
• 02/2020 → 06/2021
  Okapi Partners
  New York, NY
• 05/2019 → 07/2019
  Pillars Funding Capital
  Staten Island, NY
• 08/2017 → 12/2019
  Widener University
  Chester, PA
• 06/2016 → 08/2017
  Island Resorts Pool Management
  Staten Island, NY
• 09/2013 → 06/2017
  St. Joseph By-The-Sea High School
  Staten Island, NY
• 01/2020 → 01/2020
  Unemployed
  Staten Island, NY
• 01/2025 → Present
  Osaic Wealth
  Nashville, TN

Previous Registrations

• 2021-07-01 → 2025-01-24
  Equitable Advisors, Llc
  New York, NY
  New York, NY

Other Businesses

1. Crump Life Insurance Insurance Agency 4135 N Front St, Harrisburg, PA 17110 Agent/Representative 06/01/2021 10 hours per month 5 hours Providing term and/or permanent life insurance when appropriate to clients who demonstrate a need for this service 2. INNOVATIVE WEALTH TEAM, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2025 ADDRESS: 12575 Faraday LN, Orlando FL 32827, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products. 3. INNOVATIVE WEALTH TEAM, LLC- FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2025 ADDRESS: 12575 Faraday LN, Orlando FL 32827, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance

Exams

• S66 Uniform Combined State Law Examination
  2021-04-23

Other Names

• Joseph Tassiello