Daniel Joseph Bellina

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

• 03/1987 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 01/1996 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Miami, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Miami, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miami, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Miami, FL
• 1996-02-23 → 2020-07-17
  Investacorp Advisory Services Inc
  Miami, FL
  Miami, FL
  Miami, FL

Other Businesses

INSURANCE POSITION: Agent NATURE: Selling life insurance. Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 10/04/1985 ADDRESS: 14248 SW 158 Path, Miami FL 33196 DESCRIPTION: Variable Life/Annuity RENTAL REAL ESTATE POSITION: owner NATURE: Rental Rent to my son INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 14365 SW 107 Ct, Miami FL 33176 DESCRIPTION: My old property where MY SON lives. Rent is sometimes paid $200 MORTGAGE BROKER POSITION: Broker NATURE: Was licensed as a Mortgage Broker for many years. Saving people thousands of dollars because I can offer wholesale pricing. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 14248 SW 158 Path, Miami FL 33196 DESCRIPTION: Help clients save money oh their mortgage loans.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-22
• S63 Uniform Securities Agent State Law Examination
  1986-03-03

Other Names

• Dino Bellina