Denise Cataldo (CRD# 4006677) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marlborough, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5046672
Lido
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Marlboro, MA | Sep 2023 - Current | < 1 |
| Cataldo Financial Services, LLC | Marlboro, MA | Jan 2006 - Current | 18 |
| Denise Cataldo Cpa, Pc | Marlboro, MA | Jul 1992 - Current | 31 |
| Sagepoint Financial | Framingham, MA | May 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- FL
- IN
- MA
- MT
- NH
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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