John Mark Desarno
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Institutions, Inc.Aug 2023 to now
- Bank of Clarke CountyAug 2023 to now
- Infinex Investments Inc.Aug 2023 to now
- Pruco Securities, LLCMay 2022 to Aug 2023
- The Prudential Insurance Company of AmericaMay 2022 to Aug 2023
- PinnacleAug 2021 to May 2022
- The Leaders Group IncAug 2021 to May 2022
- UnemployedMar 2021 to Aug 2021
- Prudential Annuities Distributors, IncMar 2020 to Mar 2021
- Pruco Securities, LLC.Aug 2015 to Mar 2021
- The Prudential Insurance Company of AmericaAug 2015 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4615714
- Firm CRD
- 35371