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Anthony Ralph Gennaro

Osaic Wealth, Inc.

Moon Township, PA

CRD 1634236

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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
PA RA APPROVED 2024-06-14
  • PA RA
    APPROVED
    Since 2024-06-14

Branch Locations

1150 Thorn Run Rd Ste 102, Moon Township, PA 15108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc Moon Township PA 04/2010 06/2024
Osaic Wealth, Inc. Moon Township PA 06/2024 Present
  • 04/2010 → 06/2024
    Securities America Inc
    Moon Township, PA
  • 06/2024 → Present
    Moon Township, PA
Previous Registrations
  • 2010-05-14 → 2024-06-14
    Securities America Advisors, Inc.
    Moon Township, PA
Other Businesses

**ANTHONY R. GENNARO POSITION: sole proprietor NATURE: INSURANCE AGENT - SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/1987 ADDRESS: 1150 Thorn Run Rd. #102, Moon Twp. PA 15108 DESCRIPTION: To provide insurance services to my clients **ANTHONY R. GENNARO POSITION: Investment advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2010 ADDRESS: 1150 Thorn Run Rd. #102, Moon Twp. PA 15108 DESCRIPTION: To provide fee based investment advice **ANTHONY R. GENNARO POSITION: insurance consultant NATURE: CANELLA FINANCIAL GROUP, INSURANCE SALES & TAX CONSULTING, OWNER, TIME SPENT 15% INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/05/1987 ADDRESS: 1150 Thorn Run Rd. #102, Moon Twp. PA 15108, United States DESCRIPTION: Recommend and provide insurance services for individuals **ANTHONY R. GENNARO POSITION: Instructor NATURE: ANTHONY R. GENNARO, COLLEGE INSTRUCTOR, INSTRUCTOR, TIME SPENT 2% INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/1997 ADDRESS: 1003 Harvest Dr., Aliquippa PA 15001, United States DESCRIPTION: Instructor at a local college

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-03-05
  • S63 Uniform Securities Agent State Law Examination
    1987-03-05
Other Names
  • Tony Gennaro

View on SEC IAPD

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