Liam Joseph Difonzo
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Liam Joseph Difonzo? Claim your profile
Contact this firm
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
10 years in the industry.
- Osaic Wealth, Inc.Dec 2025 to now
- Equitable Advisors LLCAug 2025 to Nov 2025
- UnemployedJul 2025 to Sep 2025
- Renault WinerySep 2024 to Jul 2025
- Dennis Long - Equitable Advisors LLCJun 2024 to Aug 2024
- Stockton UniversitySep 2023 to May 2025
- ChipotleJul 2023 to Feb 2024
- Home DepotAug 2020 to Mar 2023
- Lafayette CollegeAug 2019 to May 2023
- Springfield Country ClubMay 2017 to Sep 2017
- Springfield High SchoolJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7938915
- Firm CRD
- 23131