Stephen Nicholas Colantuono

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

• 09/2012 → 10/2016
  Wayside Financial Partners, Llc.
  Sudbury, MA
• 09/2014 → 10/2016
  Voya Financial Advisors
  Sudbury, MA
• 10/2016 → 11/2019
  Lpl Financial Llc
  Waltham, MA
• 10/2016 → 10/2019
  Integrated Wealth Concepts Llc
  Waltham, MA
• 11/2019 → 06/2024
  Securities America, Inc.
  Sudbury, MA
• 11/2019 → 06/2024
  Securities America Advisors
  Sudbury, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sudbury, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sudbury, MA

Previous Registrations

• 2019-12-01 → 2024-06-14
  Securities America Advisors, Inc.
  Sudbury, MA
• 2016-10-25 → 2019-12-09
  Integrated Wealth Concepts Llc
  Waltham, MA
• 2004-01-01 → 2016-10-24
  Voya Financial Advisors, Inc.
  Sudbury, MA
  Grafton, MA
  Des Moines, IA
• 2003-07-07 → 2004-01-01
  Locust Street Securities, Inc.
  Sudbury, MA
• 2002-03-28 → 2002-08-14
  Locust Street Securities, Inc.
  Sudbury, MA

Other Businesses

1. STEPHEN COLANTUONO INSURANCE POSITION: Insurance Agent NATURE: Sales and service of Fixed Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2000 ADDRESS: 19 Red Oak Drive, Sudbury MA 01776, United States DESCRIPTION: Market and service various insurance products based on client needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-17
• S63 Uniform Securities Agent State Law Examination
  1984-08-02

Other Names

• Stephen N Colantuono