Reo Bennett Alderman

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

• 06/2011 → 12/2017
  Invest Financial Corporation
  Rochester, NY
• 12/2017 → 06/2024
  Securities America, Inc.
  Rochester, NY
• 12/2017 → 06/2024
  Securities America Advisors
  Rochester, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rochester, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rochester, NY

Previous Registrations

• 2017-12-01 → 2024-06-14
  Securities America Advisors, Inc.
  Rochester, NY
• 2013-02-06 → 2017-12-04
  Invest Financial Corporation
  Appleton, WI
  Rochester, NY

Other Businesses

1. Bayview Benefits Position: Sole employee Nature: Insurance and employee benefit sales Investment Related: No Hours: 20 Securities Trading Hours: 12 Start Date: 03/05/2005 Address: 4929 Culver Rd, Rochester NY 2. LIFEONTHEBEACH ENTERPRISES INC. POSITION: Vice president & Secretary NATURE: S corp. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2024 ADDRESS: 4929 Culver rd., Rochester NY 14622, United States DESCRIPTION: My wife & I purchased an 80 year old established restaurant called Don's Original with a newly established S corporation (June 2024). Life on the beach Enterprises. The business has an existing staff of 20 employees including a general manager and 4-5 managers. This business is non-investment related!! My duties are minimal, as my wife is doing all the bookkeeping (we have do also have an accountant) & marketing/advertising. My duties are mostly doing various repairs around the property and if needed, working on the counter. My total hours on this new endeavor are hovering around 5 hours a week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-31
• S63 Uniform Securities Agent State Law Examination
  2001-03-29