John Daniel Sabio

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

• 06/2004 → 09/2020
  Securities Service Network
  Chesterfield, MO
• 07/2004 → 09/2020
  Ssn Advisory, Inc.
  Chesterfield, MO
• 09/2020 → 06/2024
  Securities America, Inc.
  St. Louis, MO
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  St. Louis, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Louis, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Louis, MO

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  St Louis, MO
• 2004-07-28 → 2020-09-18
  Ssn Advisory, Inc.
  Chesterfield, MO
  St. Louis, MO
• 2003-10-16 → 2004-06-25
  Msi Financial Services, Inc.
  Chesterfirld, MO
• 1999-11-17 → 2003-10-10
  Osaic Wealth, Inc.
  St. Louis, MO
• 2001-11-15 → 2003-10-10
  Pines Financial Group, Inc.
  St. Louis, MO

Other Businesses

***EXECUTIVE ADVISORY BOARD, CHAEFITZ SCHOOL OF BUSINESS, ST LOUIS UNIVERSITY POSITION: board member NATURE: Executive Advisory Board, Chaefitz School of Business, St Louis University INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 3674 Lindell Blvd, Saint Louis MO 63108, United States DESCRIPTION: Provide opinions and insight into various issues related to the school of business ***COPIA ENTERPRISES, LLC POSITION: I oversee the management of the building NATURE: My wife's medical building INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 105 Bellerosa Drive, St Louis MO 63122, United States DESCRIPTION: Copia Enterpise LLC was formed originally to assemble property to build a medical building for my wife's medical practice. It is now 63.5% owner of Kirkwood Office Property, LLC which holds the medical building asset. ***SABIO FINANCIAL & INSURANCE SERVICES, LLC POSITION: Agent NATURE: Sabio Financial & Insurance Services, LLC Life, Health, and Disability Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2002 ADDRESS: 105 Bellerosa Drive, St Louis MO 63122, United States DESCRIPTION: Market and service life, health, long-term care and disability insurance ***SAA ADVISORY POSITION: registered representative NATURE: SAA Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2002 ADDRESS: 105 Bellerosa Drive, St Louis MO 63122, United States DESCRIPTION: Use third-party money management services ***SABIO FINANCIAL & INSURANCE SERVICES POSITION: Insurance agent NATURE: Life, Disability and Health insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2002 ADDRESS: 105 Bellerosa Drive, St Louis MO 63122, United States DESCRIPTION: Life, Disability and health insurance sales and service ***DBA - Sabio Financial & Insurance Services, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-23

Other Names

• John Daniel Sabio