Peter Damian Povinelli

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

• 03/2006 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wheaton, IL

Previous Registrations

• 2006-03-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wheaton, IL
  Oak Brook, IL
  Oakbrook Terrace, IL

Other Businesses

1.PETER POVINELLI, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/20/1992 ADDRESS: 1710 N. Woodlawn St., Wheaton IL 60187, United States DESCRIPTION: Insurance Agent; SALES OF FIXED INSURANCE PRODUCT INCLUDING LIFE,HEALTH,DI,LTC & ANNUITIES 2. PETER POVINELLI POSITION: Trustee NATURE: Trustee of a family trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/18/2014 ADDRESS: 1710 N Woodlawn St, Wheaton IL 60187, United States DESCRIPTION: Manage trust assets, filing of trust tax return, tax payments and payments to and on behalf of trust beneficiaries

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1992-07-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Peter D Povinelli