Adam Peter Marino

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

• 08/2008 → 11/2018
  Sii
  Wellesley Hills, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Needham Heights, MA

Previous Registrations

• 2015-09-09 → 2018-11-02
  Signator Investors, Inc.
  Canton, MA
  Needham Heights, MA
  Needham Heights, MA

Other Businesses

1. NAIFA MASSACHUSETTS POSITION: Board Member, head of events committee NATURE: National Association of Insurance and Financial Advisors is an advocacy group for the industry. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 2400 Post Road, Warwick RI 02886, United States DESCRIPTION: I participate on board meetings and also head the events committee setting up meetings for members. 2. CENTINEL FINANCIAL GROUP POSITION: Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/01/2008 ADDRESS: 160 Gould Street, Suite 212, Needham, MA 02494 DESCRIPTION: Sell and service insurance products for clients. 3. INSURANCE BROKERAGE POSITION: Financial Planner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 06/18/2008 ADDRESS: 160 Gould Street, Suite 212, Needham MA 02494, United States DESCRIPTION: Working with clients I do offer insurance products with John Hancock as well as Crump and sometimes direct with carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-22
• S63 Uniform Securities Agent State Law Examination
  2008-11-07

Designations

• Certified Financial Planner