Anthony Mark Leonardi

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 → 01/2025
  Lincoln Financial Advisors Corp
  Sandy Hook, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sandy Hook, CT

Previous Registrations

• 2000-01-31 → 2025-01-24
  Osaic Fa, Inc.
  Tarrytown, NY
  Rye Brook, NY
  Sandy Hook, CT

Other Businesses

1) ANTHONY LEONARDI 12 JORDAN HILL RD, SANDY HOOK, CT 06482 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, & TRADITIONAL LIFE INSURANCE; FIXED & EQUITY-INDEXED ANNUITIES; HEALTH SAVINGS ACCOUNTS; AND LIFE SETTLEMENTS. START DATE: 06/01/90 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2. 2) ANTHONY LEONARDI 12 JORDAN HILL RD, SANDY HOOK, CT 06482 CATEGORY: FIXED ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED/INDEXED ANNUITIES START DATE: 1-1-12 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) ANTHONY LEONARDI 12 JORDAN HILL RD, SANDY HOOK, CT 06482 CATEGORY:FIXED INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE, PREMIUM FINANCING, TRADITIONAL FIXED LIFE INSURANCE START DATE: 07/15/2010 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS:2 4) ANTHONY LEONARDI MUSCLE UP BARS LLC 12 JORDAN HILL RD, SANDY HOOK, CT 06482 CATEGORY: RETAIL SERVICE INDUSTRY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: SELLING PROTEIN BARS START DATE: 03/21/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 5) ANTHONY LEONARDI SANDY HOOK CT CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: AUTHOR DUTIES: AUTHOR OF A BOOK START DATE: 12/1/2024 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 6) ANTHONY LEONARDI POSITION: Agent NATURE: Sale of life settlements on fixed insurance policies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2010 ADDRESS: 12 JORDAN HILL RD, Sandy Hook, CT, Newtown CT 06470, United States DESCRIPTION: Prospecting and Sales 7) ANTHONY LEONARDI POSITION: Agent NATURE: Sales of fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2010 ADDRESS: 12 JORDAN HILL RD, Sandy Hook, CT, NEWTOWN CT 06470, United States DESCRIPTION: Sales of fixed insurance products 8) MUSCLE UP PROTEIN BARS POSITION: Owner NATURE: I am working on producing protein bars that I will sell in local gyms. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2016 ADDRESS: 12 JORDAN HILL RD, Sandy Hook, CT, NEWTOWN CT 06470, United States DESCRIPTION: Have manufactured for me, and then I will sell the protein bars 9) ANTHONY M. LEONARDI POSITION: Agent NATURE: Sale of Fixed Indexed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 12 JORDAN HILL RD, Sandy Hook, CT, NEWTOWN CT 06470, United States DESCRIPTION: Sell Fixed Indexed Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-27
• S63 Uniform Securities Agent State Law Examination
  1995-06-27

Designations

• Certified Financial Planner

Other Names

• Tony Mark Leonardi