Michael Paul Butensky

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2010 → 10/2016
  New York Life Insurance Co
  Melville, NY
• 09/2010 → 10/2016
  New York Life Securities Llc
  Melville, NY
• 11/2010 → 10/2016
  Eagle Strategies Llc
  Medford, NY
• 10/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2020 → 06/2024
  Securities America Inc
  Port Jeff Station, NY
• 06/2020 → 06/2024
  Securities America Advisors
  Port Jeff Station, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Port Jefferson Station, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Port Jefferson Station, NY

Previous Registrations

• 2020-06-26 → 2024-06-14
  Securities America Advisors, Inc.
  Port Jefferson Station, NY
• 2016-10-28 → 2020-07-02
  Equitable Advisors, Llc
  Port Jefferson, NY
  Mt. Sinai, NY
• 2016-08-30 → 2016-11-07
  Eagle Strategies Llc
  Medford, NY

Other Businesses

1. MICHAEL BUTENSKY -INSURANCE PRODUCER POSITION: sales/ Insurance /fixed annuity producer NATURE: Sole Proprietor Fixed life insurance sales through The Integrity Life Brokerage.....A Branch of Pinnacle Group Fixed Insurance through ModernLife INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/31/2022 ADDRESS: 106 Crystal Brook Hollow Rd, Port Jefferson Station NY 11776, United States DESCRIPTION: Fixed life insurance sales and service Fixed annuity sales and service 2. HERITAGE HARBOR FINANCIAL ASSOCIATES POSITION: Partner/ Financial Advisor NATURE: Financial Services. This is an LLC for our financial services business. We created an LLC for our DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/17/2016 ADDRESS: 106 Crystal Brook Hollow Rd, Port Jefferson Station NY 11776 DESCRIPTION: Managing Partner of LLC for Heritage Harbor Financial associates 3. MICHAEL BUTENSKY NOTARY POSITION: Notary NATURE: I am a licensed notary. I do not charge a fee for this service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/12/2004 ADDRESS: Heritage Harbor Financial Assoc, 106 Crystal Brook Hollow Rd, Port Jefferson Station NY 11776, United States DESCRIPTION: Licensed notary

Exams

• S66 Uniform Combined State Law Examination
  2012-02-02
• S63 Uniform Securities Agent State Law Examination
  1988-10-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant