Salvatore Stephen Holt

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Gurnee, IL

Previous Registrations

• 2012-01-27 → 2023-09-01
  Osaic Services, Inc.
  Boerne, TX
  Gurnee, IL
• 2011-04-28 → 2012-01-27
  Osaic Services, Inc.
  Boerne, TX

Other Businesses

HOLT FINANCIAL GROUP LLC POSITION: President/Managing Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/24/2015; ADDRESS: 105 Falls Court, Suite 400, Boerne TX 78006, United States DESCRIPTION: Holt Financial Group, LLC is the marketing name/DBA that supersedes the old Holt Financial Group (non-LLC)Its purpose is for tax reporting entity for management of employees and staff and Marketing and Branding for Traditional Insurance and Consulting and for Tax and Reporting Purposes for staff and Employees.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-21
• S63 Uniform Securities Agent State Law Examination
  1990-04-06

Other Names

• Sal Holt