William Dennis Esposito

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

• 02/2009 → 11/2023
  Fsc Securities Corporation
  Greensburg, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Greensburg, PA

Previous Registrations

• 2011-03-11 → 2023-11-03
  Fsc Securities Corporation
  Greensburg, PA

Other Businesses

1)WILLIAM D. ESPOSITO POSITION: insurance agent NATURE: sole proprietorship INVESTMENT RELATED: yes NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/01/1981 ADDRESS: 33 TIMBER TRAIL DRIVE, GREENSBURG PA 15601 DESCRIPTION: SELLS AND SERVICE OF LIFE INSURANCE CONTRACTS. 2)WILLIAM D. ESPOSITO POSITION: Other - Sports Official NATURE: Other - Independent contractor who officates high school baseball, softballand summer league baseball. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1970 ADDRESS: 33 Timber Trail Drive, greensburg PA 15601, United States DESCRIPTION: officiating high school athletics and summer league baseball

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-04