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Daniel J Cusato

Osaic Wealth, Inc.

Victor, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • NY RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

6536 Anthony Drive Suite D, Victor, NY 14564 • 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
Esl Federal Credit Union Rochester NY 11/2015 03/2021
Lpl Financial Rochester NY 02/2019 03/2021
Esl Investment Services, Llc Rochester NY 08/2019 03/2021
Unemployed Farmington NY 03/2021 04/2021
Lincoln Financial Advisors Corporation Rochester NY 04/2021 01/2025
Osaic Wealth, Inc. Rochester NY 01/2025 Present
  • 11/2015 → 03/2021
    Esl Federal Credit Union
    Rochester, NY
  • 02/2019 → 03/2021
    Lpl Financial
    Rochester, NY
  • 08/2019 → 03/2021
    Esl Investment Services, Llc
    Rochester, NY
  • 03/2021 → 04/2021
    Unemployed
    Farmington, NY
  • 04/2021 → 01/2025
    Lincoln Financial Advisors Corporation
    Rochester, NY
  • 01/2025 → Present
    Rochester, NY
Previous Registrations
  • 2022-05-13 → 2025-01-24
    Osaic Fa, Inc.
    Rochester, NY
Other Businesses

1) DANIEL CUSATO 200 MERIDIAN CENTRE STE 150 ROCHESTER NY 14618 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE START DATE: 09/21/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) DANIEL CUSATO 200 MERIDIAN CENTRE STE 150 ROCHESTER NY 14618 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES:5/1/2022 START DATE: OFFERING DISABILITY, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 FORM BR UPDATE (IF INVESTMENT RELATED): YES WEBSITE UPDATED ONTO FORM BR (IF INVESTMENT RELATED): HTTP://WWW.TRGROCHESTER.COM/ OTHER BUSINESS 3) DANIEL CUSATO POSITION: Agent NATURE: Solicit insurance to prospects with a need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2022 ADDRESS: 6536 Anthony Dr Ste D Victor NY 14564 DESCRIPTION: Solicit insurance to clients/prospects with a need

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2019-06-18
  • S66 Uniform Combined State Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2019-06-18
Other Names
  • Daniel J Cusato
  • Daniel Cusato

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