Sean Timothy Mannello

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

• 04/2014 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 04/2014 → Present
  Osaic Wealth
  Jersey City, NJ
• 04/2014 → Present
  Fsc Securities Corp
  Atlanta, GA
• 04/2014 → Present
  Woodbury Financial Services
  Oakdale, MN
• 06/2020 → Present
  Triad Advisors
  Norcross, GA
• 04/2023 → Present
  Infinex Investments
  Meriden, CT
• 04/2023 → Present
  American Portfolios Financial Services
  Holbrook, NY
• 05/2023 → Present
  Ladenburg Thalmann & Co
  New York, NY
• 06/2020 → Present
  Securities America
  Lavista, NE

Previous Registrations

• 2014-05-05 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2023-06-02 → 2023-06-05
  Ladenburg Thalmann Asset Management Inc
  New York, NY
• 2012-01-03 → 2012-10-01
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2006-05-01 → 2011-12-31
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2003-02-26 → 2004-07-15
  Charles Schwab & Co., Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-04-27
• S63 Uniform Securities Agent State Law Examination
  1993-06-26