Fabio Mugnaini

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

• 08/2016 → 12/2016
  Wells Fargo
  Clearwater, FL
• 12/2016 → 08/2019
  Jpmorgan Chase Bank N.A
  Clearwater, FL
• 02/2018 → 05/2018
  Jpmorgan Securities Llc
  Clearwater, FL
• 08/2021 → 11/2021
  Achieva Credit Union
  Dunedin, FL
• 05/2018 → 08/2021
  Jp Morgan Securites Llc
  Largo, FL
• 09/2021 → 10/2021
  Achieva Credit Union
  Dunedin, FL
• 01/2022 → 08/2022
  Transamerica Capital Inc.
  Denver, CO
• 12/2021 → Present
  Tcs
  Cedar Rapids, IA
• 08/2022 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ

Other Businesses

Tata Consultancy Services (TCS), investment related, 929 Martha's Way, Hiawatha, IA 52233, back office operations to Transamerica's variable product business, back office support, processor, start date 12/2021, 40 hours a week that are conducted during securities business hours, back office operations.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-16

Other Names

• Fabio Mugnaini
• Fabio Ej Mugnaini