Alger Gary Osentoski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1988 → 11/2024
  A. Gary Osentoski
  Tustin, CA
• 04/2007 → 11/2024
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Lpl Financial
  Irvine, CA

Previous Registrations

• 2007-04-27 → 2024-11-07
  Commonwealth Financial Network
  Irvine, CA
• 1996-07-05 → 2007-04-27
  Immg
  Tustin, CA

Other Businesses

1- 10/2024 / Coast Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/2024 / Gary Osentoski & Erle Petrie / Real Estate Rental / Investment Related / Irvine, CA / Start date: 04/27/2007

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-15

Designations

• Certified Financial Planner

Other Names

• Gary Osentoski