Lisa Faye Osofsky

Current Employers

Mazars Wealth Advisors

135 West 50Th Street 17Th Floor, New York, NY 10020 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-21

NY RA
APPROVED

Since 2026-06-21

Branch Locations

135 West 50Th Street 17Th Floor, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mazars Wealth Advisors	New York	NY	07/2024	Present
Mazars Usa Llp	Iselin	NJ	02/1987	05/2024
Forvis Mazars Llp	Iselin	NJ	06/2024	Present

07/2024 → Present

Mazars Wealth Advisors

New York, NY
02/1987 → 05/2024

Mazars Usa Llp

Iselin, NJ
06/2024 → Present

Forvis Mazars Llp

Iselin, NJ

Other Businesses

Forvis Mazars LLP; not investment-related; Iselin, NJ; Accounting Firm; Partner; started 06/2024; approximately 160 hours per month, all during securities trading hours; management and CPA duties.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-09-21

S63 Uniform Securities Agent State Law Examination

1999-09-21

Designations

Other Names

Lisa Faye Polsky

View on SEC IAPD

Current Employers

Mazars Wealth Advisors

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

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