Gary Neil Krikorian

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

• 11/2003 → 06/2024
  Securities America, Inc.
  Mcmurray, PA
• 11/2003 → 06/2024
  Securities America Advisors, Inc.
  Mcmurray, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mcmurray, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mcmurray, PA

Previous Registrations

• 2003-11-12 → 2024-06-14
  Securities America Advisors, Inc.
  Mcmurray, PA
• 1994-04-26 → 2003-11-13
  Veravest Investment Advisors, Inc.
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-11
• S63 Uniform Securities Agent State Law Examination
  1988-12-22

Designations

• Certified Financial Planner