David Zaccaria

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

• 11/1999 → 06/2024
  Securities America, Inc.
  Bloomfield, NJ
• 05/2000 → Present
  A.C. Marmo And Sons
  Clifton, NJ
• 09/2000 → Present
  Diversified Financial Resources, Llc
  Bloomfield, NJ
• 02/2001 → 06/2024
  Securities America Advisors, Inc
  Fairfield, NJ
• 10/2011 → Present
  Greenway Mortgage Funding Corporation
  Fair Field, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairfield, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairfield, NJ

Previous Registrations

• 2002-07-22 → 2024-06-14
  Securities America Advisors, Inc.
  Bloomfield, NJ
  Fairfield, NJ

Other Businesses

***NO NAME POSITION: Owner NATURE: Investment Property Rentals INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1996 ADDRESS: 33 John Street, Fairfield NJ 07004 DESCRIPTION: I have two income producing rental properties ***NONE POSITION: Agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 03/01/1995 ADDRESS: 33 John ST, Fairfield NJ 07004 DESCRIPTION: Insurance Sales ***WEST ESSEX JUNIOR KNIGHTS WRESTLING DIRECTOR POSITION: director NATURE: Wrestling director for the west essex junior knights INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2014 ADDRESS: 33 John Street, Fairfield NJ 07004 DESCRIPTION: administrator wrestling recreation program for k-12 ***CONTOUR MORTGAGE POSITION: Employee NATURE: Contour Mortgage INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022 ADDRESS: 990 Stewart Ave, Ste 660, Garden City NY 11530 DESCRIPTION: Quote and secure mortgage loans for purchases and refinances

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-24

Other Names

• David Vincent Vaccaria
• Azc Zaccaria
• Zac Zaccaria
• David Zaccaria