Eric William D'DIo

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Infinex Investments, Inc.
  Baltimore, MD

Previous Registrations

• 2011-08-03 → 2013-11-04
  Pnc Wealth Management Llc
  Baltimore, MD
  Baltimore, MD
  Reistertown, MD
  Baltimore, MD
  Baltimore, MD
  Columbia, MD
  Gambrills, MD
  Odenton, MD
  Fulton, MD
  Baltimore, MD
  Columbia, MD
  Columbia, MD
  Catonsville, MD
  Baltimore, MD
• 2002-05-31 → 2011-07-29
  Truist Investment Services, Inc.
  Laurel, MD
  Takoma Park, MD
  Laurel, MD
  Laurel, MD
  Adelphi, MD
  Silver Spring, MD
  College Park, MD

Exams

• S66 Uniform Combined State Law Examination
  2003-03-14
• S65 Uniform Investment Adviser Law Examination
  1994-08-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-17

Other Names

• Eric William Ddio
• Eric William D'DIo
• Eric D Dio
• Eric D'DIo