Richard Colacino

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

• 02/2003 → Present
  Osaic Wealth, Inc.
  Brooklyn, NY
• 11/2002 → Present
  Colacino Tax Partners
  Brooklyn, NY
• 03/2006 → Present
  Rc Financial, Inc.
  Brooklyn, NY

Other Businesses

1. COLACINO TAX PARTNERS; NON-INVESTMENT RELATED; 304 7TH AVENUE BROOKLYN NY 11215; TAX PREPARER; STARTED 11/2002; 140 HRS/MTH; 140 HRS/MTH DURING ST HOURS; PREPARATION OF TAX RETURNS. 2. RC FINANCIAL, INC.; INVESTMENT RELATED; 304 7TH AVENUE BROOKLYN NY 11215; PRESIDENT & INVESTMENT ADVISER REPRESENTATIVE; STARTED 03/2006; 4 HRS/MTH; 4 HRS/MTH DURING ST HOURS; PROVIDE ADVISORY SERVICES. 3. RICHARD COLACINO; NON-INVESTMENT RELATED; 1609 11TH AVE BROOKLYN NY 11215, 458 11TH STREET BROOKLYN NY 11215, 99 SEELEY ST BROOKLYN NY 11215; JOINT OWNER/PARTNER; STARTED 07/2005; 4 HRS/MTH; 0 HRS/MTH DURING ST HOURS; RENTAL PROPERTIES. 4. KNICKERBOCKER FIELD CLUB BOARD MEMBER POSITION: Board Member NATURE: Non profit 501c7 for a sports club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 114 East 18th Street, Brooklyn NY 11226, United States DESCRIPTION: I am being considered to become a board member of my tennis club. We have 4 quarterly meetings and one annual meeting where we vote on membership issues. Examples would be rules on accessing court time, types of snacks in the vending machine and hours of operation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-21
• S63 Uniform Securities Agent State Law Examination
  1994-09-09

Designations

• Certified Financial Planner