Eric Thomas Bitetto

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

• 04/2015 → 04/2023
  Nylife Securities Llc
  New York, NY
• 02/2014 → 04/2023
  New York Life Insurance Company
  New York, NY
• 08/2018 → 04/2020
  Mostransky & Associates Llc
  Huntington, NY
• 04/2019 → Present
  Semper Fortis Financial, Llc
  Huntington, NY
• 07/2021 → 04/2023
  Eagle Strategies Llc
  Myrtle Beach, SC
• 04/2023 → 01/2024
  Woodbury Financial Services Inc
  Myrtle Beach, SC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Myrtle Beach, SC

Previous Registrations

• 2023-04-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Myrtle Beach, SC
  Myrtle Beach, SC
  Chesterfield, MO
• 2021-07-26 → 2023-04-19
  Eagle Strategies Llc
  Conway, SC
  Myrtle Beach, SC

Other Businesses

1. [OPERATING UNDER THE DBA NAME OF SEMPER FORTIS FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HUNTINGTON, NY; START DATE: 04/2019] 2. [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7700 N. Kings Highway, Suite 103, Myrtle Beach, SC 29572; Start Date 05/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] 3. [Cryptocurrency Investment; I have cryptocurrency accounts on Coinbase.com and Crypto.com. I enjoy learning about and purchasing cryptocurrency.; 1211 Hadley Circle, #4306, Myrtle Beach, SC 29577; Start Date 05/2021; Role/Title: Investor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; I enjoy reading and learning about, and purchasing certain cryptocurrencies that I perceive may have future need and value.] 4. INSURANCE BROKERAGE POSITION: Insurance Broker NATURE: This business is set up as an individual insurance broker. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 7700 N. Kings Highway, Suite 103, Myrtle Beach SC 29572, United States DESCRIPTION: I broker life insurance, disability insurance, long term care insurance, and fixed annuities. 5. SEMPER FORTIS FINANCIAL, LLC POSITION: Owner NATURE: I am the owner/founder of Semper Fortis Financial, LLC. This is my DBA for marketing and branding purposes of all related investments and insurance businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/04/2019 ADDRESS: 7700 N. Kings Highway, Suite 103, Myrtle Beach SC 29572, United States DESCRIPTION: We use this DBA as marketing for all insurance and investment businesses including offering life insurance, disability insurance, long term care insurance, annuities, investment products, investment advisory services, and financial planning services.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-11
• S63 Uniform Securities Agent State Law Examination
  2015-08-21

Other Names

• Eric Bitetto