Angelo N. Piccolo

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 12/2018
  People'S United Bank
  Bridgeport, CT
• 09/2013 → 12/2018
  People'S Securities, Inc.
  Bridgeport, CT
• 01/2018 → 12/2018
  Citigroup
  New York, NY
• 12/2018 → Present
  Ion Bank
  Naugatuck, CT
• 12/2018 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Previous Registrations

• 2018-04-27 → 2019-01-03
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Yorktown Heights, NY
  Gloucester, VA
  New York, NY

Other Businesses

1.) ION Bank. Yes, investment related. Started Dec 2018. Banking. Financial Advisor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-26
• S63 Uniform Securities Agent State Law Examination
  2013-11-23

Other Names

• Angelo Piccolo