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Dillon Thomas Carrino

Osaic Wealth, Inc.

Melville, NY

CRD 7551635

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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
NY RA APPROVED 2022-06-23
  • NY RA
    APPROVED
    Since 2022-06-23

Branch Locations

575 Broadhollow Road, Melville, NY 11747 • 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
Robert Moses State Park West Islip NY 06/2017 08/2020
Royal Alliance Melville NY 06/2020 Present
West Islip High School West Islip NY 06/2012 06/2017
  • 06/2017 → 08/2020
    Robert Moses State Park
    West Islip, NY
  • 06/2020 → Present
    Royal Alliance
    Melville, NY
  • 06/2012 → 06/2017
    West Islip High School
    West Islip, NY
Other Businesses

1. INVESTMENT ADVISOR REPRESENTATIVE, LIGHTHOUSE FINANCIAL NETWORK POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 155 SECURITIES TRADING HOURS: 130 START DATE: 06/24/2022 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747-5009, United States DESCRIPTION: Investment Advisor Representative marketing under the name Lighthouse Financial Network to represent/ solicit Broker Dealer products viaOsaic Wealth Inc. 2. INDEPENDENT INSURANCE BROKER POSITION: Insurance Broker NATURE: Independent Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/24/2022 ADDRESS: 575 BROADHOLLOW RD, MELVILLE NY 11747-5009, United States DESCRIPTION: Independent Insurance Broker representing various insurance co's

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2021-11-19

View on SEC IAPD

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