Ronald Barcellino

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11

CA RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11

Branch Locations

Long Island City, NY • 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

Organization	City	State	From	To
Massachusetts Mutual Life Insurance Comp	Springfield	MA	12/1995	Present
American Portfolios Financial Services, Inc.	Holbrook	NY	04/2013	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

12/1995 → Present

Massachusetts Mutual Life Insurance Comp

Springfield, MA
04/2013 → 10/2024

American Portfolios Financial Services, Inc.

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2013-04-18 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

1. NAME: RONALD BARCELLINO, CLU CHFC INV REL: N ADD: 25-12 35TH AVENUE LONG ISLAND CITY, NY 11106 NATURE: SALES & SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS POSITION: BROKER DATE: 3/1/79 NO. HR/MO: APPROX 80 NO. HR/MO DURING SEC TRADING: APPROX 80 DUTIES: SALES & SERVICES. 2. IAR BUSINESS - MANAGED ACCTS, INVESTMENT ADVISORY & FINANCIAL PLANNING. 3. RONALD BARCELLINO, CLU CHFC POSITION: Sole Proprietor/Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/1979 ADDRESS: 2512 35th Ave, Long Island City NY 11106-3508, United States DESCRIPTION: Selling life insurance and servicing existing accounts. 4. RONALD BARCELLINO, CLU CHFC POSITION: BROKER NATURE: SALES & SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1979 ADDRESS: 25-12 35th Ave, LONG ISLAND CITY NY 11106, United States DESCRIPTION: Discussing insurance with clients. 5. RONALD BARCELLINO, CLU CHFC POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1979 ADDRESS: 25-12 35th Avenue, Long Island City NY 11106, United States DESCRIPTION: Discuss life insurance options; the difference between term and whole life. Helped to determine the amount of insurance needed.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-07-31

S63 Uniform Securities Agent State Law Examination

1986-07-31

Designations

View on SEC IAPD