Montie Denise Piccininno

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

• 11/2012 → Present
  J Vitucci Financial
  Kensington, CA
• 10/2012 → 09/2022
  First Allied Securities Inc.
  San Diego, CA
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 04/2019 → 11/2020
  First Allied Advisory Services, Inc.
  Walnut Creek, CA
• 09/2022 → 07/2023
  Cetera Advisors Llc
  Walnut Creek, CA
• 07/2023 → Present
  Osaic Wealth, Inc
  Walnut Creek, CA

Previous Registrations

• 2020-11-12 → 2023-07-11
  Cetera Investment Advisers Llc
  Walnut Creek, CA
• 2019-04-15 → 2020-11-12
  First Allied Advisory Services, Inc.
  Walnut Creek, CA

Other Businesses

1. VITUCCI INTEGRATED PLANNING POSITION: Financial Planning Operations Manager & Planning Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2016 ADDRESS: 2890 N Main St, Ste 201, Walnut Creek CA 94597, United States DESCRIPTION: This is only to report that our branch uses a DBA name.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-22
• S63 Uniform Securities Agent State Law Examination
  2013-05-18

Other Names

• Monica Denise Gottlob
• Monica Piccininno
• Montie Denise Gottlob