Peter S 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

• 11/2018 → Present
  Cfo Wealth Advisors
  Floral Park, NY
• 09/2014 → 11/2018
  Ey
  Secaucus, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-07-14 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) Part II TR DTD April 13, 2007 of Saint Carnabuci UAD 4/14/2007 Peter Trimarchi TTEE FBO Lucia Trimarchi 99 Tulip Ave Suite 304 Floral Park NY 11001, Start Date 1/2020, zero percent ownership. Zero hours devoted per month and zero hours devoted during market hours. 2) Trimarchi Wealth Management-Sub Chapter S Corp for shared investment work and financial planning. Investment Related, start date 5/2022, 20 hours devoted per month., 15 hours devoted during market hours. 3) CFO WEALTH ADVISORS, LLC POSITION: Employee NATURE: Sub Chapter S Corp for shared investment work and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 11/01/2017 ADDRESS: 99 Tulip Avenue, Suite 304, Floral Park NY 11001, United States DESCRIPTION: Day to Day operational activities - Tape Backups Speaking with clients Account Reviews Trading Answering Phones

Exams

• S66 Uniform Combined State Law Examination
  2020-07-13

Other Names

• Peter Trimarchi