Richard Joseph Petro

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

• 04/2010 → 06/2024
  Securities America Inc.
  Moon Township, PA
• 05/2010 → 06/2024
  Securities America Advisors, Inc.
  Moon Township, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Moon Township, PA

Previous Registrations

• 2010-05-14 → 2024-06-14
  Securities America Advisors, Inc.
  Moon Township, PA

Other Businesses

1. CANELLA FINANCIAL GROUP POSITION: agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 ADDRESS: 1150 Thorn Run Rd, Moon Twp PA 15108 DESCRIPTION: Fixed annuity sales and life insurance (term, whole life) 2. CANELLA FINANCIAL GROUP POSITION: agent NATURE: 1)CANELLA FINACIAL GROUP - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 01/1991 - LOCATED AT 1150 THORN RUN RD., MOON TOWNSHIP, PA 15108 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1991 ADDRESS: 1150 Thorn Run Rd, Moon Twp PA 15108, United States DESCRIPTION: Fixed annuity sales and life insurance (term, whole life)

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-12-28