Eugene J Casaleggio

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

• 05/1990 → Present
  The Sparta Group
  Shawnee On Delaware, PA
• 03/2016 → 09/2023
  Sagepoint Financial, Inc.
  Shawnee On Delaware, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Califon, NJ

Previous Registrations

• 2016-06-09 → 2023-09-01
  Osaic Services, Inc.
  Califon, NJ

Other Businesses

SPARTA FINANCIAL SERVICES POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2016 ADDRESS: 440 Route 513, Suite 204, Califon NJ 07830, United States DESCRIPTION: This is a bank account only. Commission checks are deposited into the bank account and office expenses are paid from there. This is the only activity for this OBA.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-09

Other Names

• Eugene Casaleggio