Roxanne Calabrese

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

• 12/2015 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 07/2022 → 01/2024
  Woodbury Financial Services Inc
  Hackensack, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hackensack, NJ

Previous Registrations

• 2022-07-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hackensack, NJ
• 2016-01-08 → 2022-07-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2015-09-29 → 2015-12-22
  Morgan Stanley
  Paramus, NJ
• 2013-10-03 → 2015-07-23
  Stifel, Nicolaus & Company, Incorporated
  Morristown, NJ
• 2009-06-01 → 2013-10-11
  Morgan Stanley
  Paramus, NJ
• 2009-01-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  Paramus, NJ
• 2008-09-16 → 2008-12-04
  Citigroup Global Markets Inc.
  Paramus, NJ

Other Businesses

PRIVATE WEALTH MANAGEMENT TEAM POSITION: Registered Client Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 08/01/2022 ADDRESS: 999 Riverview DR, Suite201, Totowa NJ 07512, United States DESCRIPTION: Answer phones, help clients and FA's with their support needs

Exams

• S66 Uniform Combined State Law Examination
  2008-09-08

Other Names

• Roxanne Schirripa
• Roxanne Holder
• Roxanne Calabrese