Joseph Gerard Campisi

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

• 01/1991 → Present
  Campisi & Campisi, Inc.
  Fairview Village, PA
• 07/2002 → 12/2019
  H.BEck Inc.
  Rockville, MD
• 12/2019 → 06/2024
  Securities America, Inc.
  Fairview Village, PA
• 12/2019 → 06/2024
  Securities America Advisors
  Fairview Village, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairview Village, PA

Previous Registrations

• 2019-12-24 → 2024-06-14
  Securities America Advisors, Inc.
  Fairview Village, PA
• 2002-07-01 → 2019-12-31
  Grove Point Investments, Llc
  Fairview Village, PA
• 2002-02-28 → 2002-07-02
  The Planners Network, Inc.
  Fairview Village, PA
• 2000-01-04 → 2002-06-28
  National Planning Corporation
  Fairview Village, PA

Other Businesses

1. CAMPISI & CAMPISI, INC. POSITION: President NATURE: Accounting and Tax INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1991 ADDRESS: 1036 Valley Forge Rd, PO Box 156, Fairview Village PA 19403 DESCRIPTION: Accounting and Tax 2. CAMPISI & CAMPISI, INC POSITION: Advisor NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 1036 Valley Forge Rd, Fairview Village PA 19403 DESCRIPTION: Estate planning 3. JOSEPH G CAMPISI POSITION: Agent NATURE: Fixed Insurance- Life, Disability and Long Term Care and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1991 ADDRESS: 1036 Valley Forge Rd, Fairview Village PA 19403 DESCRIPTION: Insurance Agent 5. DBA - Campisi Financial Network, LLC 6. CAMPISI FAMILY TRUST DTD 08/05/2011 POSITION: Trustee NATURE: Trustee of Campisi Family Trust DTD 08/05/2011 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2015 ADDRESS: P.O. Box 156, Fairview Village PA 19409 DESCRIPTION: Bank account activities 7. JOSEPH CAMPISI- AGENT POSITION: Referral Agent NATURE: Dunham Trust Company- Agent for referrals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2020 ADDRESS: 1036 VALLEY FORGE RD, NORRISTOWN PA 19403 DESCRIPTION: Referrals to Dunham Trust Company

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1991-06-10

Designations

• Certified Financial Planner