Steven Araneo

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

• 01/2000 → 06/2024
  Securities America, Inc
  Rockville Centre, NY
• 01/2000 → Present
  Araneo Tax & Financial
  Rockville Centre, NY
• 07/2000 → 06/2024
  Securities America Advisors, Inc
  Rockville Centre, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Howard Beach, NY

Previous Registrations

• 2018-05-18 → 2024-06-14
  Securities America Advisors, Inc.
  Rockville Centre, NY

Other Businesses

1. ARANEO TAX AND FINANCIAL POSITION: Owner/Tax Preparer NATURE: PERSONAL INCOME TAX PREP INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 15 START DATE: 01/17/2000 ADDRESS: 41 Front Street, Fl2, Rockville Centre NY 11570, United States DESCRIPTION: Personal income tax preparation 2. STEVE ARANEO, LIFE INSURANCE AGENT POSITION: insurance agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/1999 - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1999 ADDRESS: 41 Front Street, Fl2, Rockville Centre NY 11570, United States DESCRIPTION: term life insurance sales 3. RENTAL PROPERTY POSITION: none NATURE: Rental Condominium INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2016 ADDRESS: 353 S US Hwy1, Villa B-8, Jupiter FL 33477, United States DESCRIPTION: none. My wife deals with the real estate agent regarding tenants and repairs/upkeep.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-03

Designations

• Certified Financial Planner