Corey Michael Brodsky

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

• 07/2016 → 05/2018
  Massmutual
  Springfield, MA
• 05/2018 → 03/2019
  W.E. Donoghue & Co., Llc
  Boston, MA
• 07/2018 → 03/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 05/2019 → 10/2024
  American Portfolios Financial Services
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-06-05 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2017-03-25 → 2018-05-08
  Mml Investors Services, Llc
  Ridgefield, CT
  Charlotte, NC
• 2016-03-23 → 2017-03-25
  Msi Financial Services, Inc.
  Ridgefield, CT
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2016-03-22
• S63 Uniform Securities Agent State Law Examination
  2014-12-19