Nicholas Joseph Fresolone

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

• 04/2011 → 09/2023
  Sagepoint Financial
  Deptford, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Williamstown, NJ

Previous Registrations

• 2012-05-03 → 2023-09-01
  Osaic Services, Inc.
  Deptford, NJ
  Williamstown, NJ

Other Businesses

1.OSAIC WEALTH, INC., CORP INVESTMENT ADVISOR INVESTMENT RELATED. IA SERVICES, 160 HOURS PER MONTH, 120 HOURS DURING TRADING HOURS. 901 Cooper St, Deptford, NJ 08096. 2. PLAN ONE FINANCIAL GROUP POSITION: Vice President & CCO NATURE: Other, Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2012 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: Marketing Name 3. INSURANCE POSITION: Other - Agent NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2011 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: Insurance Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-23
• S63 Uniform Securities Agent State Law Examination
  2010-05-27