April anne Malicsi Orsi
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
13 years in the industry.
- Osaic Wealth, Inc.Feb 2023 to now
- Fsc Securities CorporationJun 2022 to now
- Power of Attorney Fbo A. MalicsiOct 2019 to now
- Power of Attorney Fbo S. OrsiOct 2019 to now
- Raymond James Financial Services, Inc.Jan 2020 to May 2022
- Raymond James & Associates, Inc.Sep 2019 to May 2022
- Transamerica Investors Securities CorporationJan 2018 to Sep 2019
- Transamerica Retirement SolutionsJan 2018 to Sep 2019
- SenegenceMar 2017 to Sep 2019
- Goddess Yoga, LLCFeb 2016 to May 2019
- PNC InvestmentsSep 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4981875
- Firm CRD
- 23131