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Lonnie Lamazza

Osaic Wealth, Inc.

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About Lonnie Lamazza

Firm Information

Lonnie Lamazza is currently registered with Osaic Wealth, Inc.. OSAIC WEALTH, INC. is an Arizona-based corporation that provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. With a focus on portfolio management, the firm manages over $94 billion in assets under management across discretionary and non-discretionary accounts. Their registered representatives and investment advisor representatives provide investment advisory services across various states.
Osaic Wealth, Inc.

877 EXECUTIVE CENTER DRIVE

ST. PETERSBURG, FL 33702

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lonnie Lamazza’s Registration & Firm History

FL

11/02/2018 - Present

Osaic Wealth, Inc. (ST. PETERSBURG FL)

FL

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)

FL

12/19/2014 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

NY

03/08/2010 - 11/18/2010

PT TRADING GROUP, LLC (STATEN ISLAND NY)

NY

02/23/2009 - 02/16/2010

ILLUSTRO TRADING, LLC (NEW YORK NY)

NY

09/27/2007 - 09/04/2008

MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)

NY

06/14/1999 - 03/26/2007

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

08/06/1992 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 1/31/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/25/2022

Series 24 - General Securities Principal Examination

BC

Issued 3/8/2007

Series 14 - Compliance Officer Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2014

Series 7 - General Securities Representative Examination

BC

Issued 3/9/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 9/14/1999

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lonnie Lamazza.
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