Joseph Delguidice

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

• 12/2001 → 06/2024
  Valic Financial Advisors
  Tampa, FL
• 12/2022 → Present
  Agia
  Houston, TX
• 11/2020 → 01/2023
  West Coast Landscape
  Pinellas Park, FL
• 06/2024 → Present
  Osaic Wealth Inc
  Belleair Bluffs, FL

Previous Registrations

• 2003-12-04 → 2024-07-10
  Valic Financial Advisors, Inc.
  Tampa, FL
  Boca Raton, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

1. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products 2. JOSEPH DELGUIDICE INSURANCE POSITION: Insurance Producer NATURE: Sole Proprietorship/ Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2024 ADDRESS: 2932 Pinehurst Ave, Belleair Bluffs FL 33770, United States DESCRIPTION: Insurance producing agent 3. ASSETTREE WEALTH MANAGEMENT POSITION: Owner NATURE: DBA AssetTree LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/31/2025 ADDRESS: 16540 Pointe Village Drive, Suite 201-H, Lutz FL 33558, United States DESCRIPTION: Same current duties: advising clients on investment and income planning. 4. LAWN & PEST MANAGEMENT OF FLORIDA, LLC DBA PEST SOLUTIONS PLUS POSITION: Pest Control License Holder/ Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 6551 Corporate Park Cir #6, Ft. Meyers FL 33966, United States DESCRIPTION: Licensee Holder Only- I have nothing to do with business operations . Consulting on the use of the license

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-10-08
• S65 Uniform Investment Adviser Law Examination
  2003-11-22