Paul Christopher Ranieri

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

• 01/2015 → 09/2020
  Securities Service Network, Inc
  Sea Girt, NJ
• 09/2020 → 06/2024
  Securities America, Inc.
  Belmar, NJ
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Belmar, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Belmar, NJ

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Belmar, NJ
• 2015-02-03 → 2020-09-18
  Ssn Advisory, Inc.
  Belmar, NJ
• 2014-01-02 → 2015-01-13
  Sorrento Pacific Financial, Llc
  Spring Lake Heights, NJ
  Waretown, NJ
  San Diego, CA
• 2013-06-19 → 2013-12-31
  Lpl Financial Llc
  Spring Lake Heights, NJ
  Freehold, NJ
  Jackson, NJ
  Manahawkin, NJ
  Toms River, NJ
  Barnegat, NJ
  Monroe Turnpike, NJ
  Manasquan, NJ
  Harbor, NJ
  Bayville, NJ
  Toms River, NJ
  Waretown, NJ
  Monroe Township, NJ
  Red Bank, NJ
• 2002-07-23 → 2004-02-18
  Metlife Investment Fund Services Llc
  Woodbridge, NJ

Other Businesses

PAUL RANIERI POSITION: agent NATURE: Insurance: Fixed Annuities and Life Insurance Equity Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1996 ADDRESS: 405 4th Avenue, Belmar NJ 07719 DESCRIPTION: Fixed annuity, equity indexed annuity and life insurance where applicable SAA POSITION: Advisory NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2020 ADDRESS: 405 4th Avenue, Belmar NJ 07719 DESCRIPTION: Advisory business DBA - Ranieri Investment Management

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-26
• S65 Uniform Investment Adviser Law Examination
  1999-12-20