Thomas Lorenzo Costantiello

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

• 07/2012 → 11/2023
  Fsc Securities Corporation
  Worthington, OH
• 11/2023 → Present
  Osaic Wealth, Inc.
  Worthington, OH

Previous Registrations

• 2012-07-16 → 2023-11-03
  Fsc Securities Corporation
  Worthington, OH
  Worthington, OH
• 2005-11-22 → 2012-07-12
  Woodbury Financial Services, Inc.
  Westerville, OH
  Westerville, OH
• 2002-10-21 → 2005-11-23
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

1) CONSUS WEALTH MANAGEMENT GROUP, LLC POSITION: Founder & President NATURE: marketing name. LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 04/28/2008 ADDRESS: 7650 Rivers Edge Dr, Suite 250, Columbus OH 43235, United States DESCRIPTION: Consus Wealth Management Group, LLC is a marketing name for securities and advisory business thru Osaic Weatlh Inc. 2) CONSUS INSURANCE SERVICES, LLC POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/12/2008 ADDRESS: 7650 Rivers Edge Dr, Suite 250, Columbus OH 43235, United States DESCRIPTION: Insurance review and needs analysis. Sell fixed life products and fixed annuities. This makes up less than 10% of my overall business

Exams

• S66 Uniform Combined State Law Examination
  2010-03-26
• S63 Uniform Securities Agent State Law Examination
  1993-12-07

Designations

• Certified Financial Planner