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Joseph Philip Saccente

Osaic Wealth, Inc.

Somerset, MA

Scottsdale, AZ

CRD 7407366

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-01

Branch Locations

Somerset, MA • United States

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth Inc Scottsdale AZ 10/2021 Present
Whitestone Analytics Centerport NY 10/2020 01/2023
Osaic Holbrook NY 07/2021 08/2021
Unemployed Flushing NY 06/2020 09/2020
University Of New Hampshire Durham NH 09/2015 05/2020
Gilsanz Murray Steficek Llp New York NY 07/2017 08/2017
Gilsanz Murray Steficek Llp New York NY 06/2018 08/2018
  • 10/2021 → Present
    Osaic Wealth Inc
    Scottsdale, AZ
  • 10/2020 → 01/2023
    Whitestone Analytics
    Centerport, NY
  • 07/2021 → 08/2021
    Osaic
    Holbrook, NY
  • 06/2020 → 09/2020
    Unemployed
    Flushing, NY
  • 09/2015 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 07/2017 → 08/2017
    Gilsanz Murray Steficek Llp
    New York, NY
  • 06/2018 → 08/2018
    Gilsanz Murray Steficek Llp
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-14
  • S65 Uniform Investment Adviser Law Examination
    2026-03-14

View on SEC IAPD

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