Michael Ross Gatti

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

• 01/2014 → 10/2016
  Cnl Securities Corp.
  Orlando, FL
• 09/2017 → 02/2018
  Northstar Securities
  Greenwood Village, CO
• 11/2016 → 08/2017
  Unemployment
  Orlando, FL
• 03/2018 → 08/2018
  Unemployed
  Orlando, FL
• 09/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-09-19 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-01-25

Designations

• Certified Financial Planner