DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Amy Alice Marchitello

S Squared Retirement Solutions LLCstate registeredMontville, Nj IA-onlyIAPD 7080669

Feed of 09/15/2026

At current firm

1 y

since Jul 25, 2025

In the industry

11 y

since Apr 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S Squared Retirement Solutions LLC state registered current
since Jul 25, 2025 · New York, Ny
Osaic Wealth, Inc. BD affiliated
Oct 11, 2024 to Dec 20, 2024 · Scottsdale, Az
S Squared Retirement Solutions LLC state registered
Apr 24, 2024 to May 3, 2024 · Montville, Nj
American Portfolios Advisors, Inc former
Jan 12, 2024 to Oct 11, 2024 · Holbrook, Ny

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to S Squared Retirement Solutions LLC
left Dec 20, 2024, registered Jul 25, 2025 (217 days) · Affiliated broker-dealer or bank to a state-registered adviser
American Portfolios Advisors, Inc to S Squared Retirement Solutions LLC
left Oct 11, 2024, registered Apr 24, 2024 (-170 days) · Affiliated broker-dealer or bank to a state-registered adviser
S Squared Retirement Solutions LLC to Osaic Wealth, Inc.
left May 3, 2024, registered Oct 11, 2024 (161 days) · Other

Signals

Amy Alice Marchitello left Osaic Wealth, Inc. for S Squared Retirement Solutions Llc (registered 2025-07-25)
Dec 20, 2024 · Advisor changed firm · fact
Amy Alice Marchitello left American Portfolios Advisors, Inc for S Squared Retirement Solutions Llc (registered 2024-04-24)
Oct 11, 2024 · Advisor changed firm · fact
Amy Alice Marchitello left S Squared Retirement Solutions Llc for Osaic Wealth, Inc. (registered 2024-10-11)
May 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address