Wendy Ann Quattrochi

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

• 09/2001 → 10/2024
  American Portfolios Fincl Svcs
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2010-04-23 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. WENDY QUATTROCHI POSITION: Notary Public NATURE: Non-branch location. Notary public of which I do not charge for my services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/29/2024 ADDRESS: 71 Wicklow Dr, Bluffton SC 29910, United States DESCRIPTION: Notary services. 2, PINNACLE INSURANCE LTC POSITION: Insurance Agent NATURE: Appointed insurance agent licensed to present and sell LTC insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2023 ADDRESS: 2934 Ebbwood Dr, Ellicott City MD 21042, United States DESCRIPTION: Provide advice and solutions to clients who need or ask for information/coverage for Long Term Care.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-21
• S65 Uniform Investment Adviser Law Examination
  1996-07-19
• S63 Uniform Securities Agent State Law Examination
  1992-10-07

Other Names

• Wendy Ann Longo