Leonard Thomas Dangelo

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

• 04/1986 → Present
  Penn Plaza Associates
  New York, NY
• 03/2009 → 10/2024
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → 10/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2016-04-05 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-31
• S63 Uniform Securities Agent State Law Examination
  1999-07-13