Frank Chiodi

Current Employers

Employment History

• 01/2001 → Present
  Rampart Brokerage
  Lake Success, NY
• 09/2014 → 05/2021
  Voya Financial Advisors
  Scarsdale, NY
• 05/2021 → Present
  Osaic Wealth, Inc.
  Scarsdale, NY

Other Businesses

1) LIFE INSURANCE AGENT POSITION: Insurance Agent NATURE: Life Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/19/1999 ADDRESS: 188 Summerfield St., 2nd Floor, Scarsdale NY 10583, United States DESCRIPTION: Insurance Agent 2) RAMPART BROKERAGE POSITION: Insurance Agent NATURE: Receive Health Insurance residual commissions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2000 ADDRESS: 1983 Marcus Ave, Lake Success NY 11042, United States DESCRIPTION: Health Insurance Agent 3) TEAM CHIODI LLC DBA PRECISION WEALTH SOLUTIONS POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 08/17/2016 ADDRESS: 188 Summerfield St., 2nd Floor, Scarsdale NY 10583, United States DESCRIPTION: DBA Disclosure Only 4) WESTCHESTER B.L.U.E. FOUNDATION INC POSITION: Executive Board Member NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2026 ADDRESS: PO Box 787, Port Chester NY 10573, United States DESCRIPTION: A volunteer peer-support group dedicated to providing a confidentialand supportive environment for police officers and their families to cope effectively with stresses experienced during a career in law enforcement.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-30
• S63 Uniform Securities Agent State Law Examination
  1999-03-19

Other Names

• Frank Jr Chiodi