Bibi Zorina Razack

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

• 01/2005 → Present
  Nfb Investment Services Corp.
  Melville, NY
• 01/2015 → 07/2018
  Capital One Sharebuilder, Inc.
  Ridgewood, NY
• 01/2015 → 07/2018
  Sharebuilder 401K
  Seattle, WA
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Brooklyn, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Ridgewood, NY

Previous Registrations

• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Ridgewood, NY
  New City, NY
• 2015-01-28 → 2018-07-11
  Capital One Advisors, Llc
  Seattle, WA
  Brooklyn, NY
  Mclean, VA
• 2005-08-18 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY

Other Businesses

1. Bibi Razack Wealth Management Inc. 99 Peachtree Lane Roslyn Heights, New York 11577. Nature of Business: Wealth Management. Investment Related. Position/Title/Relationship with other Business: OWNER. Start Date with other Business: 07/13/2018. Briefly describe duties relating to other Business: FINANCIAL ADVISOR. Not currently an active OBA. 2. BIBI RAZACK WEALTH MANAGEMENT INC POSITION: FINANCIAL ADVISOR NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/12/2018 ADDRESS: 68-51 FRESH POND RD, RIDGEWOOD NY 11385, United States DESCRIPTION: WEALTH MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2005-07-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-05