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Anthony Vito Berardi

Osaic Wealth, Inc.

Downers Grove, IL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24

Branch Locations

2001 Butterfield Road Suite 120, Downers Grove, IL 60515 • 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
Core Investments Group Dubuque IA 07/2020 04/2022
Loras College Dubuque IA 08/2016 04/2019
Iwi Motor Parts Dubuque IA 06/2018 08/2018
Dubuque Soccer Complex Dubuque IA 05/2018 06/2018
Fig Partners Chicago IL 06/2017 07/2017
Ameriprise Financial Services, Llc Warrenville IL 04/2022 06/2024
Core Investments Group Dubuque IA 05/2019 07/2020
Osaic Fa, Inc Glen Ellyn IL 06/2024 Present
Osaic Wealth, Inc. Glen Ellyn IL 01/2025 Present
  • 07/2020 → 04/2022
    Core Investments Group
    Dubuque, IA
  • 08/2016 → 04/2019
    Loras College
    Dubuque, IA
  • 06/2018 → 08/2018
    Iwi Motor Parts
    Dubuque, IA
  • 05/2018 → 06/2018
    Dubuque Soccer Complex
    Dubuque, IA
  • 06/2017 → 07/2017
    Fig Partners
    Chicago, IL
  • 04/2022 → 06/2024
    Ameriprise Financial Services, Llc
    Warrenville, IL
  • 05/2019 → 07/2020
    Core Investments Group
    Dubuque, IA
  • 06/2024 → Present
    Osaic Fa, Inc
    Glen Ellyn, IL
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Glen Ellyn, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-03
  • S66 Uniform Combined State Law Examination
    2020-10-03
Designations
Other Names
  • Anthony Berardi
  • Anthony Vito Berardi

View on SEC IAPD

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