Adam Howard Zunino

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

• 08/2020 → Present
  Platform9
  Mountainview, CA
• 10/2019 → 08/2020
  Gremlin
  San Jose, CA
• 06/2011 → 09/2019
  Study
  Long Beach, CA
• 05/2022 → 01/2024
  Woodbury Financial Services Inc
  Costa Mesa, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Costa Mesa, CA

Other Businesses

1. Employee of a software company Platform9.com. I am a business development representative. It is not investment-related. I devote a full 9-5 Monday through Friday work schedule there, ~45 hours per week. 800 W El Camino Real #180, Mountain View, CA 94040 2. COMPANION PET GROUP LLC POSITION: COO, All aspects of the business. NATURE: LLC Pet Supplements being sold online through my website with my partners INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 3620 SUNFLOWER CIRCLE, SEAL BEACH CA 90740-0000, United States

Exams

• S66 Uniform Combined State Law Examination
  2024-05-28

Other Names

• Adam Zunino