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Kambiz Saadat

Osaic Institutions, Inc.

Leonia, NJ

Englewood, NJ

Lincoln Park, NJ

Montville, NJ

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-22
TX RA APPROVED 2022-09-19
  • NJ RA
    APPROVED
    Since 2022-09-22
  • TX RA
    APPROVED
    Since 2022-09-19

Branch Locations

310 Broad Ave, Leonia, NJ 07605 • United States

76 Engle St, Englewood, NJ 07631 • United States

261 Comly Rd, Lincoln Park, NJ 07035 • United States

223 Changebridge Rd, Montville, NJ 07045 • 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
Center Financial Group Boonton NJ 08/2012 02/2017
Invest Financial Corp Tampa FL 09/2012 12/2017
Investors Bank Garfield NJ 02/2017 08/2022
Cetera Investment Advisers Llc Garfield NJ 12/2017 08/2022
Cetera Investment Services Llc St. Cloud MN 12/2017 08/2022
Citizens Securities, Inc. Lyndhurst NJ 08/2022 09/2022
Infinex Investments, Inc. Meriden CT 09/2022 Present
Ion Bank Montville NJ 09/2022 Present
  • 08/2012 → 02/2017
    Center Financial Group
    Boonton, NJ
  • 09/2012 → 12/2017
    Invest Financial Corp
    Tampa, FL
  • 02/2017 → 08/2022
    Investors Bank
    Garfield, NJ
  • 12/2017 → 08/2022
    Cetera Investment Advisers Llc
    Garfield, NJ
  • 12/2017 → 08/2022
    Cetera Investment Services Llc
    St. Cloud, MN
  • 08/2022 → 09/2022
    Citizens Securities, Inc.
    Lyndhurst, NJ
  • 09/2022 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 09/2022 → Present
    Ion Bank
    Montville, NJ
Previous Registrations
  • 2022-08-17 → 2022-09-20
    Citizens Securities, Inc.
    Lyndhurst, NJ
    Conshohocken, PA
    Fort Lee, NJ
    Clark, NJ
    East Rutherford, NJ
    Hackensack, NJ
    Union, NJ
    Livingston, NJ
    Garfield, NJ
  • 2017-12-07 → 2022-08-17
    Cetera Investment Advisers Llc
    Garfield, NJ
    Lyndhurt, NJ
  • 2012-09-06 → 2017-12-06
    Invest Financial Corporation
    Union, NJ
    Boonton, NJ
    Cresskill, NJ
    Englewood Cliffs, NJ
    Fort Lee, NJ
    Newark, NJ
    Ridgewood, NJ
    Sprngfield, NJ
    Morristown, NJ
    Princeton, NJ
    Holmdel, NJ
    Hackensack, NJ
    West New York, NJ
    Union, NJ
    Madison, NJ
    Saddle River, NJ
    Union, NJ
    Berkeley Hts, NJ
    Vauxhall, NJ
    Union, NJ
    Oakland, NJ
    Englewood, NJ
    Summit, NJ
    Garfield, NJ
    Boonton, NJ
    Appleton, WI
    Nutley, NJ
    Lyndhurst, NJ
    Fort Lee, NJ
    Livingston, NJ
    Livingston, NJ
    South Orange, NJ
    Englewood, NJ
  • 2009-01-14 → 2012-09-07
    Pnc Wealth Management Llc
    Garfield, NJ
    Carlstadt, NJ
    Little Ferry, NJ
    Palisades Park, NJ
    Lyndhurst, NJ
    Palisades Park, NJ
    Secaucus, NJ
    Bridgewater, NJ
    Lyndhurst, NJ
    Newark, NJ
    Jersey City, NJ
    Jersey City, NJ
    West New York, NJ
    Hackensack, NJ
    Hackensack, NJ
  • 2008-06-04 → 2009-01-05
    Raymond James Financial Services, Inc.
    Hackettstown, NJ
    Lancaster, PA
  • 2006-09-05 → 2008-06-05
    Cetera Investment Services Llc
    Somerville, NJ
    Hackettstown, NJ
Other Businesses

1.) ION Bank. Yes, investment related. VP, Financial Advisor. Banking. Started Sept 2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-05
S63 Uniform Securities Agent State Law Examination 1990-02-14
  • S65 Uniform Investment Adviser Law Examination
    2006-07-05
  • S63 Uniform Securities Agent State Law Examination
    1990-02-14
Other Names
  • Kevin Saadat

View on SEC IAPD

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MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
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CITIGROUP GLOBAL MARKETS INC.

Other Investors

Nicole Johnston
WOONGKEE MIN
MICHAEL I HEPNER
AMBROSE KAI CHUNG CHAN
JACQUELINE CHAN
SEUNG-CHUL KANG
LINJING YANG
Yeon Ju Lee

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LEONIA, NJ
STEWARDS ASSET MANAGEMENT · FORT LEE, NJ
STEWARDS ASSET MANAGEMENT · Fort Lee, NJ
AE WEALTH MANAGEMENT, LLC · Fort Lee, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Lee, NJ
MML INVESTORS SERVICES, LLC · Fort Lee, NJ
LPL ENTERPRISE, LLC · FT. LEE, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LEE, NJ

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