Anthony Vincent Burgio

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

• 01/2010 → 11/2018
  Sii
  Williamsville, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Williamsville, NY

Previous Registrations

• 2016-01-19 → 2018-11-02
  Signator Investors, Inc.
  Williamsville, NY
  Albany, NY

Other Businesses

1) NORTHEASTERN FINANCIAL PARTNERS LLC POSITION: Senior Partner NATURE: LLC and DBA for our business as Royal Alliance Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2014 ADDRESS: 5780 Main St, Buffalo NY 14221, United States DESCRIPTION: Senior Partner of the DBA, which has no duties 2) 256 ALLEN LLC POSITION: member NATURE: LLC owns a piece of property with another 50% owner and we lease to a commercial tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2014 ADDRESS: 256 Allen, Buffalo NY 14201, United States DESCRIPTION: Collect rent once a month 3) C.O.R.E. POSITION: Broker NATURE: Insurance Brokerage House where I will be placing all of my insurance business going forward INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/12/2021 ADDRESS: 5780 Main st, Buffalo NY 14221, United States DESCRIPTION: Using CORE to shop insurance rates and do case design for my clients that have that need 4) AMHERST INSURANCE AGENCY POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/28/2024 ADDRESS: 333 International Dr., Williamsville NY 14221, United States DESCRIPTION: Introduction to potential property and casualty clients, will engage in no sales meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-12
• S63 Uniform Securities Agent State Law Examination
  2010-02-11