Moon Township, PA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,828 advisors across 3,562 offices

Location

1150 Thorn Run Rd, Ste 102

Moon Township PA 15108

Advisors at this office

4

Advisors at this office

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Anthony G

Series 63

Moon Township, PA

OSAIC

Anthony Gennaro is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 39 years of industry experience. He previously worked at Securities America Inc. for 14 years before joining Osaic in 2024. In addition to his advisory role, he has engaged in insurance sales and consulting and has experience as a college instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bernadette B

Series 63

Moon Township, PA

OSAIC

Bernadette Brown is a financial advisor with OSAIC holding a Series 63 designation and 43 years of industry experience. Her prior experience includes 14 years with Securities America Advisors, Inc. She is also involved as a registered representative with Canella Financial Group, a financial advisory firm operating as an S corporation. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by multiple platforms and analytical tools to construct diversified portfolios that may incorporate various asset classes and management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sarvey C

CFP®, Series 63, Series 65

Moon Township, PA

OSAIC

Sarvey Canella is a CFP®-designated financial advisor with over 32 years of industry experience. He has worked at OSAIC since 2024 and previously spent 14 years at Securities America Advisors and Securities America Inc. Canella is president of Canella Insurance Agency, Inc., which focuses on fixed insurance products, and he teaches financial education classes at a local community college. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a wide network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard P

Series 63

Moon Township, PA

OSAIC

Richard Petro is a financial advisor at OSAIC with 35 years of industry experience. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA Inc. from 2010 to 2024. Outside of his advisory role, he is an agent with Canella Financial Group, engaged in fixed annuity and life insurance sales since 1991. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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