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Daniel Delguidice

Osaic Wealth, Inc.

Lutz, FL

CRD 6857919

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-03
  • FL RA
    APPROVED
    Since 2025-10-03

Branch Locations

Lutz, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Red Rum International Largo FL 05/2013 Present
Valic Financial Advisor, Inc. Tampa FL 08/2017 07/2021
Pruco Securities Llc Coral Gables FL 02/2022 03/2022
The Prudential Insurance Company Of America Coral Gables FL 02/2022 03/2022
New York Life Insurance Co Sunrise FL 12/2023 05/2025
Nylife Securities Sunrise FL 03/2024 05/2025
Garrel Miani Financial Group Key West FL 11/2024 05/2025
Osaic Wealth Inc Lutz FL 06/2025 Present
  • 05/2013 → Present
    Red Rum International
    Largo, FL
  • 08/2017 → 07/2021
    Valic Financial Advisor, Inc.
    Tampa, FL
  • 02/2022 → 03/2022
    Coral Gables, FL
  • 02/2022 → 03/2022
    The Prudential Insurance Company Of America
    Coral Gables, FL
  • 12/2023 → 05/2025
    New York Life Insurance Co
    Sunrise, FL
  • 03/2024 → 05/2025
    Nylife Securities
    Sunrise, FL
  • 11/2024 → 05/2025
    Garrel Miani Financial Group
    Key West, FL
  • 06/2025 → Present
    Lutz, FL
Previous Registrations
Other Businesses

1. RED RUM INTERNATIONAL, LLC POSITION: Founder NATURE: Apparel wholesale and retail INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: 509 11th Ave NW, Largo FL 33770, United States DESCRIPTION: Oversee the production, marketing and sales of an online based apparel brand 2. DELGIUDICE ENTERPRISES, LLC POSITION: Founder NATURE: Advertising & Marketing Company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 509 11th Ave NW, Largo FL 33770, United States DESCRIPTION: oversee the administrative duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
S66 Uniform Combined State Law Examination 2019-07-12
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
  • S66 Uniform Combined State Law Examination
    2019-07-12

View on SEC IAPD

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