Giovanni Migliaccio

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

• 10/2006 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Hauppauge, NY
• 07/2020 → 06/2024
  Securities America Advisors
  Hauppauge, NY
• 10/2006 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hauppauge, NY

Previous Registrations

• 2021-07-16 → 2024-06-14
  Securities America Advisors, Inc.
  Hauppauge, NY

Other Businesses

1. DBA - Mark Vaimberg Financial 2. MARK VAIMBERG FINANCIAL POSITION: financial professional NATURE: Financial Advisory investment related INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/12/2019 ADDRESS: 225 Wireless Boulevard, ste 103, Hauppauge NY 11788, United States DESCRIPTION: provide clients access to advisory investment account, wrap accounts and third party managed accounts. choose and monitor allocations and rebalancing of clients investments based on their risk tolerance and goals 3. MLA FINANCIAL SERVICES, INC. POSITION: President NATURE: Giovanni Migliaccio provides fixed insurance business approximately 5-10 hours per week during and after market hours INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/15/2006 ADDRESS: 225 Wireless Boulevard, ste 103, Hauppauge NY 11788, United States DESCRIPTION: sales and service of the following lines of insurance: fixed life insurance including term, whole and universal life, property and casualty insurance including home, auto and business liability, long term care, disability coverage 4. MLA GROUP SERVICES LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2027 ADDRESS: 7901 4th st N, ste 300, St Petersburg FL 33702, United States DESCRIPTION: My duties would be to pay the annual taxes, HOA fees and insurance when due and to renew annual leases and collect rents. Duties may also include hiring maintenance to update property for new tenant.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-16

Other Names

• John Migliaccio
• John Mig