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Darlene A Lukaszewicz

Osaic Wealth, Inc.

Farmingdale, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-11
NY RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
SC RA APPROVED 2024-10-11
  • CT RA
    APPROVED
    Since 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • SC RA
    APPROVED
    Since 2024-10-11

Branch Locations

640 Fulton Street Suite 7, Farmingdale, NY 11735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northeast Securities, Inc Mitchel Field NY 05/2009 Present
American Portfolios Financial Services, Inc. Farmingdale NY 01/2018 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 05/2009 → Present
    Northeast Securities, Inc
    Mitchel Field, NY
  • 01/2018 → 10/2024
    American Portfolios Financial Services, Inc.
    Farmingdale, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2018-01-02 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2009-11-20 → 2018-01-12
    The Benchmark Company, Inc.
    Farmingdale, NY
  • 2011-03-03 → 2018-01-12
    Northeast Asset Management Llc
    Farmingdale, NY
Other Businesses

1. NORTHEAST RISK MANAGEMENT GROUP, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/1991 ADDRESS: 640 Fulton Street, Suite 7, Farmingdale NY 11735, United States DESCRIPTION: Help clients with financial planning, overall planning including securities, insurance and any other vehicles necessary to complete the plan. 2. ESTATE ADMINISTRATION PAPERWORK FOR ESTATE AND ELDER - CARE POSITION: Sole Prop NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 ADDRESS: 72 Springtime Road, East Northport NY 11731, United States DESCRIPTION: Estate administration work. Collecting information on the deceased. Working with the families to coordinate the work needed to be complete the estate. Educating them on the procedures. 3. CO-MANAGER OF THE LUTZKER REALTY MANAGEMENT, LLC- THEY ARE THE GENERAL PARTNER OF THE LGR ASSOCIATES, LP. IS NOT A MEMBER (OWNER) AND DOES RECEIVE MGMT FEES ON A MONTHLY BASIS. LUTZKER REALTY MANAGEMENT, LLC 105 MAXESS ROAD, MELVILLE, NY 11747 4. FDK REALITY POSITION: Member/Manager NATURE: It is a family business that owns and runs a shopping center. FDK is the management company for Lutzker Realty Management, who, in turn, is the general partner of LGR Associates. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 72 Springtime Road, East Northport NY 11731, United States DESCRIPTION: Overseeing the management of the shopping center along with other family members. Financial and Operations. 5. LUTZKER REALTY MANAGEMENT, LLC POSITION: Member/Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2010 ADDRESS: 72 Springtime Road, East Northport NY 11731, United States DESCRIPTION: Responsible for the family real estate in New Jersey in the finance area, banking, bookkeeping, accounting. 6. FDK REALITY POSITION: Member/Manager NATURE: It is a family business that owns and runs a shopping center. FDK is the management company for Lutzker Realty Management, who, in turn, is the general partner of LGR Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 72 Springtime Road, East Northport NY 11731, United States DESCRIPTION: Overseeing the management of the shopping center along with other family members. Financial and Operations. 7. DARLENE LUKASZEWICZ INSURANCE AGENT POSITION: Self NATURE: Fixed Annuities and Term, Universal, Whole Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1991 ADDRESS: 640 Fulton Street, Suite 7, Farmingdale NY 11735, United States DESCRIPTION: Financial Planning may include fixed annuity sales and life insurance sales. 8. ESTATE ADMINISTRATION PAPERWORK FOR ESTATE AND ELDER - CARE POSITION: Sole Prop NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 ADDRESS: 72 Springtime Road, East Northport NY 11731, United States DESCRIPTION: Estate administration work. Collecting information on the deceased. Working with the families to coordinate the work needed to be complete the estate. Educating them on the procedures.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-02-26
  • S63 Uniform Securities Agent State Law Examination
    1988-02-26
Designations
Other Names
  • Darlene Angela Fili
  • Darlene A Lukaszewicz
  • Darlene Lukaszewicz

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