Daniel Meyerovitz

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

• 06/2002 → Present
  Royal Advisory Services
  Dallas, TX
• 06/2002 → Present
  Osaic Wealth, Inc.
  Dallas, TX
• 06/2002 → Present
  Meyerovitz Agency Inc.
  Dallas, TX

Other Businesses

1. MEYEROVITZ AGENCY INC. DBA FINANCIAL PLANNING ASSOCIATES, INVESTMENT RELATED, PROVIDENCE TOWERS, 5001 SPRING VALLEY ROAD, SUITE 1120 E, DALLAS, TX 75244. STATUTORY AGENT, SINCE 6/2002, 60 HRS/MTH, 1-2 HRS/DST. INSURANCE - MARKETING, SALES, AND ALL ACTIVITES ASSOCIATED THEREWITH AND REQUIRED THEREFOR, OF INSURANCE PRODUCTS. 2. PROMOTE IN TANDEM POSITION: Minority Limited Partner - 1% Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 17805 Windpiper Drive, Dallas TX 75252, United States DESCRIPTION: I do not engage in any duties, nor do I have any responsibilities or participation in the operation or administration of this business. I have no contact with any of the customers or suppliers whatsoever. 3. GANS HAWK GROUP, LLC POSITION: Member (entirely passive) NATURE: This business is structured as an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2022 ADDRESS: 5908 Steuben Court, Dallas TX 75248, United States DESCRIPTION: No duties of any kind in the activity of this business. I will be 100% passive. 4. DALLAS KOSHER POSITION: Executive Board NATURE: 501C(3) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2013 ADDRESS: 7800 Northaven Road, Dallas TX 75230, United States DESCRIPTION: Please note that this is not a true outside business activity, but rather a purely volunteer position that is being disclosed as a best practice, per my discussion with Tom Ragguso. This is a non-profit 501c3 organization in which I am a non-active board member. This is a position that is open ended, and my tenure has not yet been determined, although it will likely be at least one year.I have not included this position in my U4 to reflect this position, as the disclaimer on the U4 update website specifically notes to exclude updates relating to charitable organizations and positions relating to these organizations.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-01

Designations

• Certified Financial Planner

Other Names

• Dan Meyerovitz