David Rocco L'ERario

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

• 10/2010 → 01/2024
  Woodbury Financial Services, Inc
  Paoli, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hockessin, DE

Previous Registrations

• 2010-10-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hockessin, DE
• 2007-09-29 → 2010-09-16
  Stifel, Nicolaus & Company, Incorporated
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-26
• S63 Uniform Securities Agent State Law Examination
  1985-08-01

Other Names

• David R Lerario
• David Rocco Lerario