Michael L Bencivengo

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

• 04/2010 → 01/2025
  Lincoln Financial Advisors
  Glastonbury, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  North Haven, CT

Previous Registrations

• 2010-04-06 → 2025-01-24
  Osaic Fa, Inc.
  Glastonbury, CT
  North Haven, CT
• 2009-11-17 → 2010-02-19
  Td Wealth Management Services Inc.
  Bridgeport, CT
  New Haven, CT
  Bridgeport, CT
  Meriden, CT
  Cheshire, CT
• 2006-05-04 → 2009-11-17
  Cetera Investment Services Llc
  Bridgeport, CT
  Orange, CT
  New Haven, CT
  Bridgeport, CT
• 2005-10-26 → 2006-05-04
  Essex National Securities, Llc
  W. Orange, NJ
• 2005-08-15 → 2005-10-25
  Banc Of America Investment Services, Inc.
  East Haven, CT
• 2004-01-22 → 2005-08-16
  Essex National Securities, Llc
  West Orange, NJ
• 1999-08-26 → 2003-05-16
  Morgan Stanley Dw Inc.
  New Haven, CT

Other Businesses

MICHAEL BENCIVENGO POSITION: Agent NATURE: Accident & Health, Disability, Fixed Annuities and Traditional Life. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/06/2010 ADDRESS: 110 Washington Ave, 3rd Floor, New Haven CT 06473, United States DESCRIPTION: offer life, traditional, fixed to clients.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-19