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Mark John Gianno

Osaic Wealth, Inc.

Hyannis, MA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-14
  • MA RA
    APPROVED
    Since 2024-06-14

Branch Locations

296 Winter St, Hyannis, MA 02601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gianno & Freda, Cpa'S Hyannis MA 11/1989 Present
Investacorp, Inc. Miami Lakes FL 06/1995 07/2020
Investacorp Advisory Services Miami Lakes FL 09/2007 07/2020
Securities America, Inc. Hyannis MA 07/2020 06/2024
Securities America Advisors, Inc. Hyannis MA 07/2020 06/2024
Osaic Wealth, Inc. Hyannis MA 06/2024 Present
Osaic Wealth, Inc. Hyannis MA 06/2024 Present
  • 11/1989 → Present
    Gianno & Freda, Cpa'S
    Hyannis, MA
  • 06/1995 → 07/2020
    Investacorp, Inc.
    Miami Lakes, FL
  • 09/2007 → 07/2020
    Investacorp Advisory Services
    Miami Lakes, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Hyannis, MA
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    Hyannis, MA
  • 06/2024 → Present
    Hyannis, MA
  • 06/2024 → Present
    Hyannis, MA
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    Hyannis, MA
  • 2007-09-10 → 2020-07-17
    Investacorp Advisory Services Inc
    Hyannis, MA
Other Businesses

1. GIANNO AND FREDA, INC. POSITION: President NATURE: Mark Gianno is a Certified Public Accountant licensed by the Commonwealth of Massachusetts. I am the President of Gianno and Freda, Inc., a Massachusetts Public Accounting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 06/30/1986 ADDRESS: 296 Winter Street, Hyannis MA 02601 DESCRIPTION: Accounting, Tax, bookkeeping, retirement and income planning, business advisory services to individuals, trusts and closely held businesses. These services are personally delivered by me with the assistance of professional accounting staff. 2. MARK GIANNO, CERTIFIED FINANCIAL PLANNER POSITION: Advisor NATURE: Financial Advisor through Osaic Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/04/1993 ADDRESS: 296 Winter Street, Hyannis MA 02601, United States DESCRIPTION: Financial Advisory Services including fee-based investing, retirement planning, cash flow planning, estate planning, asset allocation modelling, investment risk assessments

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-02-21
  • S63 Uniform Securities Agent State Law Examination
    1995-02-21
Designations

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