David Joseph Allon

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

• 05/2015 → 09/2017
  Citizens Securities, Inc.
  Wayne, PA
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Wayne, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wayne, PA

Previous Registrations

• 2017-10-30 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wayne, PA
  Wayne, PA
  Wexford, PA
• 2015-06-04 → 2017-09-12
  Citizens Securities, Inc.
  Bryn Mawr, PA
  Wayne, PA
  Aldan, PA
  Blue Bell, PA
  Conshohocken, PA
• 2011-02-04 → 2015-06-01
  Msi Financial Services, Inc.
  Gladwyne, PA
  Ardmore, PA
  Philadelphia, PA
  Orlando, FL
  Bryn Mawr, PA
  Devon, PA
  Philadelphia, PA
  Devon, PA
• 2004-09-08 → 2015-06-01
  Firstrust Financial Advisors
  Philadelphia, PA
• 2004-02-05 → 2011-02-10
  Equitable Advisors, Llc
  Philadelphia, PA
  Bryn Mawr, PA
  Philadelphia, PA
  Devon, PA
  Gladwyne, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-14
• S63 Uniform Securities Agent State Law Examination
  1998-08-25