Best Investors Account Sign in

John Nino Brenkovich

Osaic Wealth, Inc.

Mamaroneck, NY

CRD 1888433

Claim This Profile
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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-03
NY RA APPROVED 2021-04-26
NJ RA APPROVED 2014-11-24
CT RA APPROVED 2014-07-03
FL RA APPROVED 2012-12-20
  • MA RA
    APPROVED
    Since 2024-10-03
  • NY RA
    APPROVED
    Since 2021-04-26
  • NJ RA
    APPROVED
    Since 2014-11-24
  • CT RA
    APPROVED
    Since 2014-07-03
  • FL RA
    APPROVED
    Since 2012-12-20

Branch Locations

1600 Harrison Ave Suite 307C, Mamaroneck, NY 10543 • 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
Finra/Nyse Arbitrator Panel New York NY 08/2005 Present
Real Estate New York NY 12/2006 Present
Brenkovich Financial Management, Inc. Mamaroneck NY 04/2011 Present
Osaic Wealth, Inc. Mamaroneck NY 12/2012 Present
  • 08/2005 → Present
    Finra/Nyse Arbitrator Panel
    New York, NY
  • 12/2006 → Present
    Real Estate
    New York, NY
  • 04/2011 → Present
    Brenkovich Financial Management, Inc.
    Mamaroneck, NY
  • 12/2012 → Present
    Mamaroneck, NY
Other Businesses

1. REAL ESTATE, OWNER, MAMARONECK, NY, START 12/06, 1 HR MONTHLY, 0 DURING TRADING HOURS, NON INVESTMENT RELATED; 2. INSTRUCTOR @ GREENWICH ADULT & CONTINUING EDUCATION, GREENWICH, CT, WESTPORT CONTINUING EDUCATION, WESTPORT, CT, BRONXVILLE ADULT SCHOOL, BRONXVILLE, NY AND WESTCHESTER COMMUNITY COLLEGE, VALHALLA, NY, NON-INVESTMENT RELATED, START 10/2011, 1.5 HRS MONTHLY, 0 HRS DURING TRADING, TEACH FINANCIAL COURSE; FINRA/NYSE, NY, NY, ARBITRATOR, INVESTMENT RELATED, START 8/05, 1.5 HRS QUARTERLY, .5 HRS QUARTERLY DURING TRADING; 3. JOHN BRENKOVICH POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2014 ADDRESS: 1314 Colonial Court, Mamaroneck NY 10543, United States DESCRIPTION: Receive rent in mail. Any maintenance work is performed by vendors. 4. JOHN BRENKOVICH POSITION: Owner - Life Insurance Agent Collect renewal premiums on 9 fixed term life insurance policies sold in the past. Question 1.12.1 states: 1.12.1. Please select the insurance products that you are actively engaged in selling: I am not actively engaged in selling any new policies as an Outside Business Activity. All new policies will be sold through Royal Alliance Associates. This OBA just relates to the 9 fixed term insurance policies from the past. NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2012 ADDRESS: 1600 Harrison Avenue, Suite 307C, Mamaroneck NY 10543, United States DESCRIPTION: Collect renewal premiums on 9 fixed term life insurance policies sold in the past. Question 1.12.1 states: 1.12.1. Please select the insurance products that you are actively engaged in selling: I am not actively engaged in selling any new policies as an Outside Business Activity. All new policies will be sold through Royal Alliance Associates. This OBA just relates to the 9 fixed term insurance policies from the past. 5. LARCHMONT MAMARONECK LITTLE LEAGUE POSITION: Permit Coordinator & Softball Travel Commissioner NATURE: Non Profit Little League INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2023 ADDRESS: 1314 Colonial Court, Mamaroneck NY 10543, United States DESCRIPTION: Submit permit applications in our community for the local little league (softball & baseball) to have fields for children to play on. Organize travel softball teams & players.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-12-07
  • S63 Uniform Securities Agent State Law Examination
    1988-12-07
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • John Nino Brenkovich
  • John Nino Brenkovich
  • John Nino Brenkovich
  • John Nino Brenkovich
  • John Brenkovich

View on SEC IAPD

More in Mamaroneck, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor