Thomas Peter Schaible

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

• 11/1986 → Present
  Schaible Russo & Co., Cpa'S
  Hampton, NJ
• 03/2002 → 09/2020
  Securities Service Network, Inc.
  Clinton, NJ
• 09/2020 → 02/2023
  Securities America, Inc.
  Whitehouse, NJ
• 09/2020 → 02/2023
  Securities America Advisors, Inc.
  Whitehouse, NJ
• 02/2023 → 06/2024
  Securities America Advisors, Inc.
  Whitehouse Station, NJ
• 02/2023 → 06/2024
  Securities America, Inc.
  Whitehouse Station, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Whitehouse Station, NJ

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Whitehouse, NJ
  Whitehouse Station, NJ
• 2004-03-11 → 2020-09-18
  Ssn Advisory, Inc.
  Whitehouse, NJ

Other Businesses

1. THOMAS SCHAIBLE POSITION: Producer NATURE: Insurance Producer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2007 ADDRESS: 472 US Highway 22 West Whitehouse Station, NJ 08889 DESCRIPTION: Insurance Producer 2. SCHAIBLE RUSSO FINANCIAL POSITION: Owner NATURE: Marketing name for Investment Advisory business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 472 US Highway 22 West Whitehouse Station, NJ 08889, DESCRIPTION: Registered Investment Advisor Representative 3. SCHAIBLE, RUSSO & CO., LLP POSITION: 50% Partner NATURE: CPA Practice INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/08/1988 ADDRESS: 472 US Highway 22 West Whitehouse Station, NJ 08889 DESCRIPTION: Partner in CPA firm 4. LAST WILL OF JOSEPH HUGHES POSITION: Executor/ Trustee NATURE: Trustee and Executor under the Will Of Joseph Hughes, a client. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2018 ADDRESS: 3001 River Road, Point Pleasant Beach NJ 08742 DESCRIPTION: Executor/Trustee under his will 5. DBA - Schaible Russo Financial 6. CROSSROADS4HOPE POSITION: Board Member NATURE: Board Member on Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/11/2001 ADDRESS: 3 Crossroads Dr, Bedminster NJ 07921 DESCRIPTION: Member of Board of Trustees This is just a name change for the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-04
• S63 Uniform Securities Agent State Law Examination
  1991-01-09