Spencer Martin Corzine

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

• 09/2000 → 09/2016
  Wall Street Financial Group
  Rochester, NY
• 05/2002 → 02/2023
  Anderson Van Horne Associates
  Victor, NY
• 09/2016 → 06/2024
  Securities America, Inc.
  Cedar Park, TX
• 09/2016 → 06/2024
  Securities America Advisors, Inc.
  Cedar Park, TX
• 02/2023 → Present
  Anderson Van Horne Associates
  Penfield, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Penfield, NY

Previous Registrations

• 2016-09-23 → 2024-06-14
  Securities America Advisors, Inc.
  Cedar Park, TX
  Cedar Park, TX
  Leander, TX
  Penfield, NY
• 2004-08-10 → 2016-09-23
  Wall Street Financial Group, Inc.
  Cedar Park, TX
  Mcallen, TX
  Victor, NY
  Round Rock, TX
  Cedar Park, TX
  Clifton Springs, NY

Other Businesses

1. ANDERSON-VANHORNE ASSOCIATES, INC. POSITION: Insurance sales and service NATURE: Insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1997 ADDRESS: 421 Penbrooke Drive, Ste. 4 Penfield, NY 14526 DESCRIPTION: Insurance sales and service 2. AVH INVEST POSITION: CFP NATURE: SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE 9/2016 LOCATED AT2505 High Lonesome Leander, TX 78641 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2016 ADDRESS: 2505 High Lonesome, Leander TX 78641, United States DESCRIPTION: Advisory business via SAA 3. RENEE MARTIN LAND DEVELOPMENT, LLC POSITION: Owner/CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2025 ADDRESS: 2505 High Lonesome, Leander TX 78641, United States DESCRIPTION: This is an LLC we set up to own 24 acres of land we are developing for recreational use and possible Airbnb development. We are not working with clients on this project in any way and any Airbnb revenue would be at least 6+ months in the future. We have a Youtube channel for our land development https://www.youtube.com/@stoneandstoryranch We do NOT discuss any investment related topics, engage with clients on the channel or even mention anything about my financial planning work, it's a completely separate situation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-25
• S63 Uniform Securities Agent State Law Examination
  1997-10-17

Designations

• Certified Financial Planner