Ellis Robert Fattizzi

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

• 10/2022 → Present
  Securities America, Inc
  Hatboro, PA
• 01/2013 → 12/2017
  Temple University
  Philadelphia, PA
• 01/2017 → 06/2017
  Hospital Of University Of Pennsylvania
  Philadelphia, PA
• 08/2017 → 12/2017
  Esco Technologies, Inc
  Horsham, PA
• 04/2018 → 07/2018
  Molecular Devices
  Downingtown, PA
• 09/2018 → 12/2019
  Polizzi Landscaping
  Willow Grove, PA
• 01/2018 → 03/2018
  Unemployed
  Willow Grove, PA
• 01/2020 → 08/2020
  Unemployed
  Willow Grove, PA
• 09/2020 → 12/2023
  Best Buy
  Willow Grove, PA
• 04/2024 → Present
  Securities America Advisors, Inc.
  Hatboro, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hatboro, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hatboro, PA

Previous Registrations

• 2024-04-15 → 2024-06-14
  Securities America Advisors, Inc.
  Hatboro, PA

Other Businesses

MONTGOMERY COUNTY JUDGE OF ELECTIONS (3-2) POSITION: Judge of Elections NATURE: I act as the Judge of Election for Ward 3-2. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2021 ADDRESS: 425 Swede St, Norristown PA 19401 DESCRIPTION: Oversee the voting process and ensure the integrity of the voting process. Set up voting booths, verify ballots have been cast, and enforce the regulations around the voting process.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-12