Michael Walter Palumbos

Current Employers

Employment History

• 01/2001 → 01/2025
  Lincoln Financial Advisors
  Syracuse, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Rochester, NY

Previous Registrations

• 2003-08-01 → 2025-01-24
  Osaic Fa, Inc.
  Rochester, NY
  Rochester, NY
  Melbourne, FL

Other Businesses

1) WAYNE COOPERATIVE INSURANCE COMPANY POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 8/26/2010 ADDRESS: 10267 Old Route 31, Clyde, NY 14433 DESCRIPTION: Attend Board Meetings 2) MICHAEL PALUMBOS - INSURANCE POSITION: Agent NATURE: Offering accident and health, commission-based group insurance benefits, disability insurance, fixed annuities, health savings accounts, fixed indexed annuities, fixed life settlements, long term care insurance, property and casualty insurance, and traditional life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2001 ADDRESS: 70 Linden Oaks, 3rd Floor, Rochester NY 14625, United States DESCRIPTION: Offering accident and health, commission-based group insurance benefits, disability insurance, fixed annuities, health savings accounts, fixed indexed annuities, fixed life settlements, long term care insurance, property and casualty insurance, and traditional life insurance 3) FAMILY WEALTH AND LEGACY COACHING POSITION: CEO NATURE: Family Wealth and Legacy Coaching is an LLC that provides fee-based coaching, education, and consulting services to families, business owners, and leadership teams. Services include family governance coaching, communication and values-based planning, facilitated family meetings, intergenerational planning education, business coaching, CEO and leadership development programs, and organizational communication support. The business doesnot provide investment advice, securities recommendations, or insurance product sales. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2026 ADDRESS: 32 Bishops Ct, Pittsford NY 14534, United States DESCRIPTION: I oversee and coordinate the team of coaches who provide family, business, and leadership coaching services. My duties include managing coach assignments, monitoring engagement progress, ensuring families and business clients are fully supported by their coaching team, and serving as the primary point of contact to facilitate communication, scheduling, and service delivery. I do not personally provide coaching, investment advice, financial planning, securities recommendations, or insurance services through this business. 4) CLARITYBRIDGE MEDIA GROUP POSITION: CEO NATURE: ClarityBridge Media Group LLC is an marketing and content development company that provides full-service marketing solutions to professional service providers, including wealth advisors, coaches, and consultants. The company produces educational content, brand messaging, digital marketing assets, and communication frameworks. ClarityBridge Media Group also manages and owns the intellectual property (IP) created for use across our related coaching and advisory entities. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2026 ADDRESS: 32 Bishops Ct, Rochester NY 14534, United States DESCRIPTION: My duties focus on strategy, vision, and brand leadership for ClarityBridge Media Group. I provide high-level direction for the company's marketing initiatives, guide brand positioning, and oversee the development of long-term content and media strategy. I serve as the primary representative featured in the firm's marketing materials and deliver keynote presentations and educational workshops on the Family Business Flywheel and related family business concepts. My responsibilities are limited to business strategy, branding, education, and high-level oversight; I do not provide investment advice, financial planning, securities recommendations, or insurance services through this business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-03-09

Designations