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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-10-09
  • FL RA
    APPROVED
    Since 2019-10-09

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

877 Executive Center Drive, St. Petersburg, FL 33702 • United States

St. Petersburg, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates,Inc St.PEtersburg FL 02/2014 11/2017
Van Eck Associates Corporation Tampa FL 11/2017 11/2018
Saint Leo University St. Leo FL 08/2014 04/2017
Van Eck Securities Corporation Tampa FL 11/2017 11/2018
Metlife Tampa FL 04/2019 09/2019
Unemployed St Petersburg FL 11/2018 04/2019
Advisor Group St. Petersburg FL 09/2019 Present
  • 02/2014 → 11/2017
    Raymond James & Associates,Inc
    St.PEtersburg, FL
  • 11/2017 → 11/2018
    Van Eck Associates Corporation
    Tampa, FL
  • 08/2014 → 04/2017
    Saint Leo University
    St. Leo, FL
  • 11/2017 → 11/2018
    Van Eck Securities Corporation
    Tampa, FL
  • 04/2019 → 09/2019
    Metlife
    Tampa, FL
  • 11/2018 → 04/2019
    Unemployed
    St Petersburg, FL
  • 09/2019 → Present
    Advisor Group
    St. Petersburg, FL
Previous Registrations
  • 2019-10-09 → 2023-09-01
    Osaic Services, Inc.
    St. Petersburg, FL
    Scottsdale, AZ
  • 2016-11-30 → 2017-11-14
    St. Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-28
  • S66 Uniform Combined State Law Examination
    2016-11-28
Other Names
  • Gino Christopher Savorelli

View on SEC IAPD

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