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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

ROXANNE CALABRESE

Advisor at OSAIC WEALTH, INC.

TOTOWA, NJ | Ridgefield Park, NJ

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Search this name across graphsid dfx:ria:82fa8831-ed84-ec39-1e5e-443ecf8ed0a6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 16, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 8, 2008
First registration: Sep 16, 2008
Dual registered: yes, broker-dealer
Other names: ROXANNE SCHIRRIPA|ROXANNE HOLDER|Roxanne Calabrese
IAPD individual key: 1072519

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	n/a	yes	Ridgefield Park, NJ\|TOTOWA, NJ	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 28, 2022	Jan 19, 2024	no	HACKENSACK, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 8, 2016	Jul 29, 2022	no	PARAMUS, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Sep 29, 2015	Dec 22, 2015	no	Paramus, NJ	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Oct 3, 2013	Jul 23, 2015	no	MORRISTOWN, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 11, 2013	no	Paramus, NJ	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jan 8, 2009	Jun 1, 2009	no	PARAMUS, NJ	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 16, 2008	Dec 4, 2008	no	PARAMUS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WOODBURY FINANCIAL SERVICES, INC.	Jul 29, 2022	Jul 28, 2022	-1	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 22, 2015	Jan 8, 2016	17	Firm change	Wirehouse to wirehouse
STIFEL, NICOLAUS & COMPANY, INCORPORATED	MORGAN STANLEY	Jul 23, 2015	Sep 29, 2015	68	Firm change	Ibd to wirehouse
MORGAN STANLEY	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Oct 11, 2013	Oct 3, 2013	-8	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY & CO. LLC	Dec 4, 2008	Jan 8, 2009	35	Firm change	Other

Relationships

Registered with (7)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 28, 2022 to Jan 19, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 8, 2016 to Jul 29, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 29, 2015 to Dec 22, 2015factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Oct 3, 2013 to Jul 23, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jan 8, 2009 to Jun 1, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 16, 2008 to Dec 4, 2008factForm ADV

Dated events

Occurred
Jul 29, 2022
Advisor changed firm
Roxanne Calabrese left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Woodbury Financial Services, Inc. (registered 2022-07-28)
Form ADVobserved 4 days ago