Francis Vincent Vitellaro

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

• 09/2012 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 09/2012 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Princeton, NJ
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Princeton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Princeton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Princeton, NJ

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Princeton, NJ
• 2012-09-10 → 2020-07-17
  Investacorp Advisory Services Inc
  Princeton, NJ
• 2011-04-21 → 2012-08-30
  Wells Fargo Clearing Services, Llc
  Princeton, NJ
  Haddon Township, NJ
• 2009-10-23 → 2011-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ewing, NJ
  Princeton, NJ
  Princeton, NJ
  Princeton, NJ
  Summit, NJ
• 2005-09-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Ewing, NJ
  Princeton, NJ
  Princeton, NJ
• 2000-04-27 → 2005-11-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater Township, NJ

Other Businesses

PREMIER WEALTH SERVICES POSITION: advisor NATURE: Premier Wealth Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 09/10/2012 ADDRESS: 100 overlook ctr, 2nd floor suite 2067, princeton NJ 08534, United States DESCRIPTION: Investment advisory, consulting, asset management DBA - Premier Wealth Services

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-18
• S63 Uniform Securities Agent State Law Examination
  1999-07-19

Other Names

• Frank Vitellaro