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Philip Louis Nicosia

Osaic Wealth, Inc.

Hauppauge, NY

CRD 8122138

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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
NY RA APPROVED 2025-10-09
  • NY RA
    APPROVED
    Since 2025-10-09

Branch Locations

150 Motor Parkway Suite 101, Hauppauge, NY 11788 • 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
Paychex, Inc. Rochester NY 04/2019 06/2025
Manning & Napier Advisors, Inc. Fairport NY 07/2009 04/2019
Strategic Financial & Tax Planning Services Hauppauge NY 05/2025 Present
Osaic Wealth, Inc. Hauppauge NY 08/2025 Present
  • 04/2019 → 06/2025
    Paychex, Inc.
    Rochester, NY
  • 07/2009 → 04/2019
    Manning & Napier Advisors, Inc.
    Fairport, NY
  • 05/2025 → Present
    Strategic Financial & Tax Planning Services
    Hauppauge, NY
  • 08/2025 → Present
    Osaic Wealth, Inc.
    Hauppauge, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-08
  • S63 Uniform Securities Agent State Law Examination
    2025-10-08
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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