Adviser and broker representative · Osaic Wealth, Inc.
Brett W. Sabio Sr.
CRD 3013716 · Point Pleasant, NJ
At a glance
Brett W. Sabio Sr. is an investment adviser representative with Osaic Wealth, Inc. in Point Pleasant, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brett’s SEC record dates to 2007, about 19 years ago. Brett is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Osaic Wealth, Inc.Since June 2024Point Pleasant, NJ · $235B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.