April Anne Malicsi Orsi

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

• 09/2013 → 12/2017
  Pnc Investments
  Tampa, FL
• 02/2016 → 05/2019
  Goddess Yoga, Llc
  Tampa, FL
• 03/2017 → 09/2019
  Senegence
  Sapulpa, OK
• 01/2018 → 09/2019
  Transamerica Retirement Solutions
  St. Petersburg, FL
• 01/2018 → 09/2019
  Transamerica Investors Securities Corporation
  St. Petersburg, FL
• 09/2019 → 05/2022
  Raymond James & Associates, Inc.
  Saint Petersburg, FL
• 01/2020 → 05/2022
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 06/2022 → Present
  Fsc Securities Corporation
  St Petersburg, FL
• 10/2019 → Present
  Power Of Attorney Fbo A. Malicsi
  Saint Petersburg, FL
• 10/2019 → Present
  Power Of Attorney Fbo S. Orsi
  Saint Petersburg, FL

Previous Registrations

• 2022-06-03 → 2023-09-08
  Fsc Securities Corporation
  Atlanta, GA
  St Petersburg, FL
• 2019-09-26 → 2022-06-07
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2018-03-27 → 2019-09-04
  Transamerica Retirement Advisors, Llc
  St. Petersburg, FL
• 2010-05-10 → 2012-07-17
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL
• 2005-12-06 → 2008-06-03
  Ameriprise Financial Services, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

1.THE MALICSI ORSI FAMILY TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2024 ADDRESS: Saint Petersburg FL 33705, United States DESCRIPTION: This is my personal trust created for our family. I will manage the trust and the assets within it. 2.POWER OF ATTORNEY FBO A. MALICSI POSITION: Power of Attorney NATURE: I am the power of attorney for my father. I assist my father with his investments and finances as needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 156 20th Ave SE, Saint Petersburg FL 33705, United States DESCRIPTION: I review my father's financial and investment accounts and assist him as needed. 3.POWER OF ATTORNEY FBO S. ORSI POSITION: Power of Attorney NATURE: Power of Attorney for my spouse. Manage investments and finances as needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2019 ADDRESS: 156 20th Ave SE, Saint Petersburg FL 33705, United States DESCRIPTION: Power of Attorney for my spouse. Manage investments and finances as needed. 4.VANDA HOLDINGS LLC POSITION: Owner NATURE: Sole Proprietorship, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2020 ADDRESS: 156 20th Ave SE, Saint Petersburg FL 33705, United States DESCRIPTION: Assess properties we want to purchase for rentals. Acquire loans for rentals. Work and hire realtors to vet and process possible tenants. Work with and hire any service needed to service rental properties. Manage rental properties and tenants. 5.PRECIOUS AND VINTAGE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2012 ADDRESS: 156 20th Ave SE, Saint Petersburg FL 33705, United States DESCRIPTION: I acquire milkglass and other vintage items and resell them online via an etsy.com site. 6.EXECUTOR FOR MCCANN FAMILY POSITION: Executor NATURE: Executor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 156 20th Ave SE, Saint Petersburg FL 33705, United States DESCRIPTION: Executor of McCann Family estate. 7.TRUSTEE POSITION: Trustee NATURE: Trustee of McCann Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 156 20th Ave SE, Saint Petersburg FL 33705, United States DESCRIPTION: In the event of Christine and Max McCann's passing, I would be the trustee to assist their beneficiary with establishing the necessary accounts to facilitate the transfer of assets.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-27

Other Names

• April Anne Retuta Malicsi
• April Anne Retuta Malicsi
• April Anne Malicsi Orsi