Matthew Franklin Schneiderman

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

• 07/2012 → 08/2017
  Axa Advisors, Llc
  New York, NY
• 08/2017 → 12/2017
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 08/2017 → 02/2018
  Kovack Advisors, Inc
  Fort Lauderdale, FL
• 02/2018 → 10/2024
  American Portfolios Financial Services, Inc.
  Great Neck, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-02-14 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2017-09-06 → 2017-11-30
  Kovack Advisors, Inc.
  Great Neck, NY
  Ft. Lauderdale, FL
• 2013-02-12 → 2017-09-05
  Equitable Advisors, Llc
  New York, NY
  Melville, NY
  Melville, NY

Other Businesses

1. FRANKLIN HAROLD FINANCIAL, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2017 ADDRESS: 25 North Lexington, Apt 2307, White Plains NY 10601, United States DESCRIPTION: Sales, Service, Management, Insurance Products 2. MATTHEW SCHNEIDERMAN POSITION: N/A NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 25 N Lexington, 2307, White Plains NY 10601, United States DESCRIPTION: Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2012-09-13

Other Names

• Matthew Franklin Schreiderman
• Matthew Franklin Schneiderman
• Matthew F Schneiderman