Donatello Dario Bollettino

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 03/2017
  Pnc Investments
  Pittsburgh, PA
• 04/2017 → 09/2017
  Mutual Of Omaha Insurance Company
  Monroe, NJ
• 07/2017 → 09/2017
  Mutual Of Omaha Investor Services
  Monroe, NJ
• 10/2017 → 12/2017
  Invest Financial Corporation
  Staten Island, NY
• 10/2017 → 12/2017
  Investors Bank
  Staten Island, NY
• 12/2017 → 09/2023
  Cetera Investment Advisers Llc
  Englishtown, NJ
• 12/2017 → 09/2023
  Cetera Investment Services Llc
  Englishtown, NJ
• 05/2022 → 09/2023
  Columbia Bank
  Englishtown, NJ
• 09/2023 → 11/2023
  Raymond James Financial Services, Inc.
  Windsor, NJ
• 02/2024 → 04/2024
  Massmutual Life Insurance Co.
  Saddle Brook, NJ
• 02/2024 → 04/2024
  Mml Investors Services, Llc
  Saddle Brook, NJ
• 04/2024 → 11/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2024 → 11/2025
  Cetera Investment Advisers Llc
  Wallington, NJ
• 11/2025 → Present
  Osaic Institutions, Inc.
  Meriden, CT
• 11/2025 → Present
  Mid Penn Bank
  New Brunswick, NJ
• 05/2014 → 07/2016
  Santander Bank Na
  Staten Island, NY
• 05/2014 → 07/2016
  Santander Securities Llc
  Guaynabo, PR
• 07/2016 → 01/2017
  M&T Securities, Inc
  Freehold, NJ
• 09/2023 → 11/2023
  Raymond James Financial Services Advisors, Inc.
  Windsor, NJ
• 09/2023 → 11/2023
  Fulton Bank
  Windsor, NJ
• 10/2023 → 11/2023
  Fulton Financial Advisors
  Windsor, NJ
• 04/2024 → 11/2025
  Kearny Bank
  Wallington, NJ

Previous Registrations

• 2024-04-24 → 2025-11-14
  Cetera Investment Advisers Llc
  Wallington, NJ
• 2024-02-15 → 2024-04-24
  Mml Investors Services, Llc
  Saddle Brook, NJ
• 2023-09-18 → 2023-11-15
  Raymond James Financial Services Advisors, Inc
  Windsor, NJ
• 2017-12-07 → 2023-09-01
  Cetera Investment Advisers Llc
  Bordentown, NJ
  Brick, NJ
  East Brunswick, NJ
  Jackson, NJ
  Englishtown, NJ
• 2017-10-10 → 2017-12-06
  Invest Financial Corporation
  Bordentown, NJ
  Ewing, NJ
  Trenton, NJ
  State Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Pennington, NJ
  Lawrenceville, NJ
• 2017-07-28 → 2017-10-02
  Mutual Of Omaha Investor Services, Inc.
  Paramus, NJ
  Monroe Township, NJ
• 2017-01-23 → 2017-03-22
  Pnc Wealth Management Llc
  Plainsboro, NJ
  West Windsor, NJ
  Aberdeen, NJ
• 2016-08-05 → 2017-01-09
  M&T Securities, Inc.
  Paramus, NJ
  Old Bridge, NJ
  West Long Branch, NJ
  Middletown, NJ
  Spring Lake, NJ
  Freehold, NJ
• 2014-06-02 → 2016-07-27
  Santander Securities Llc
  Staten Island, NY
  Brooklyn, NY
  Staten Island, NY
  Short Hills, NJ
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
• 2014-05-16 → 2014-05-22
  Pruco Securities, Llc.
  East Brunswick, NJ
• 2012-09-19 → 2014-05-07
  Santander Securities Llc
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Brooklyn, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
• 2008-08-12 → 2012-09-19
  Lpl Financial Llc
  Staten Island, NY
  Boston, MA
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  San Diego, CA
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
• 2008-05-05 → 2008-07-30
  Pnc Wealth Management Llc
  Ewing, NJ
  Hamilton, NJ
  Lawrenceville, NJ
  Hamilton, NJ
  Ewing, NJ
  Hamilton, NJ
  Franklin Park, NJ
  North Brunswick, NJ
  Franklin Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-01-26
• S63 Uniform Securities Agent State Law Examination
  2006-06-21

Other Names

• Don Dario Bollettino
• Donatello Dario Bollettino
• Donatello Dario Bollettino