Thomas Bonito

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

• 11/1993 → Present
  Self Employed
  Livingston, NJ
• 10/2008 → Present
  Sagepoint Financial, Inc.
  Livingston, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Essex Fells, NJ

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Essex Fells, NJ
• 2007-11-29 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Livingston, NJ
  Livingston, NJ

Other Businesses

1. BONITO FINANCIAL GROUP, COMMENCED 7/1994, 100% OWNED, PROFIT SHARING RECORD KEEPING AND FILING FORM 5500, 40 HOURS PER YEAR; 2. SOLE PROPRIETORHIP, COMMENCED 7/1994, INDEPENDENT INSURANCE SALES, 30 HOURS PER MONTH; 3. SOLE PROPRIETORSHIP, COMMENCED 1/1995, 1040 TAX PREPARATION, 30 HOURS PER YEAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-18
• S63 Uniform Securities Agent State Law Examination
  1992-07-08