Aleksandar Matovski

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

• 06/2010 → 06/2017
  Morgan Stanley
  Paramus, NJ
• 06/2010 → 06/2017
  Morgan Stanley Private Bank, N.A.
  Paramus, NJ
• 06/2017 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glen Rock, NJ
• 06/2017 → 04/2022
  Bank Of America, N.A.
  Glen Rock, NJ
• 04/2022 → 01/2024
  Woodbury Financial Services Inc
  Hackensack, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hackensack, NJ

Previous Registrations

• 2022-04-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hackensack, NJ
  New City, NY
  Hackensack, NJ
• 2017-08-22 → 2022-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2010-09-21 → 2017-06-06
  Morgan Stanley
  Paramus, NJ
  Paramus, NJ
  Pearl River, NY
  Paramus, NJ
  Warren, NJ

Other Businesses

1) B Five Ocean Club LLC;INVEST RELATED;LBT,NJ; RENTAL; Sole Prop./Owner/Partner;Residential Rental Property;12/2016; 0,.5 2) BYLT Properties LLC Invest related:N:Totowa,NJ07512, Nature:LLC, Pos,title,assoc: Owner,Start: 7/17/2019 #hrs devoted:1 hr(s) Monthly. #Hrs devoted during trading hrs: 0.Duties: Rental Real Estate Property 3) Alexander Matovski Invest related: Address: Long Beach Township, NJ 08008.Business: Position, title, assoc: Start: 12/1/2016.N# hrs devoted: 0 hr(s) .#hrs devoted during trading hours: 0 4) M2 Real Estate Invest related: N,Addr:Totowa, NJ 07512.Business:LLC,Pos,title, assoc. Owner, Start:9/23/2021.#hrs devoted:2 hr(s) Monthly.#hrs devoted during trading hrs: 0.Duties: , Rental RE 5) M2 REAL ESTATE LLC POS: Mng Mbr NATURE: Real Estate Invest INVEST RELATED: No #HRS:0 SEC TRADING HRS:0 START:09/23/2021:226 Barnert Ave,Totowa NJ 07512.DESCR: Real Estate Invest 6) GO M BLUE HOLDINGS LLC POS: Mbr NATURE: Real Estate Holding Co: INVEST RELATED: No #HRS:1 SEC TRADING HRS 0 START DATE: 01/16/2020: 226 Barnert Ave, Totowa NJ 07512 DESCR: Passive oversight of real estate properties held within Real Estate Holding Co. Each property has onsite mgr.Managers hold call monthly to review progress &discuss next steps 7) PRIVATE WEALTH MGMT CO POS:Sole Mbr NATURE: LLC INVEST RELATED: Yes #HRS: 160 SEC TRADING HRS:140 START DATE:04/25/2022:411 Hackensack Ave, Ste 104,Hackensack NJ 07601 DESCR: Managing Dir/Wealth Advisor with Private Wealth Mgmt Group. Extensive exp. serving bus.owners,corp execs,RE investors,family offices &generations of affluent families. Working w/ team of specialists, orchestrates in-depth analysis/effective collaboration focused on distinct priorities and goals of client 8) SUTTON HEIGHTS LLC POS:Sole Mbr NATURE:Real Estate SFR Renovation&Rental INVEST RELATED: No #HRS:0 SEC TRADING HRS:0 START DATE:11/25/2024:226 Barnert Ave,Totowa,NJ 07512 DESCR: Rental of Single Fam. Res 9) SHOREWEST AM LLC POS:Sole Mbr NATURE: LLC, Sole Mbr INVEST RELATED: No #HRS:0 SEC TRADING HRS:0 START DATE:08/25/2025:PO Box 492,Suite 201,Totowa, NJ 07512 DESCR:own 4 rental condo units, managed by 3rd party property mgr 10) COMMLOAN CO. POS:Director NATURE:1099 Subcontractor at Comm Loan working as originator in Comm Lending INVESTMENT RELATED: No #HRS: 10 SEC TRADING HRS 0 START DATE:11/11/2025 ADDR:9112 E VerdeGroveView,Ste 105,Scottsdale AZ 85255 DESCR:Originator or commercial lending 11) ALPHASTAFF, INC POS:referral partner NATURE: Human Capital Mgmt (HCM) INVEST RELATED: No #HRS: 2 SEC TRADING HRS:0 START DATE:11/19/2025:1300 Sawgrass Corp.Pkwy,Ste 220,Sunrise /Ft Lauderdale FL 33323 DESCR:Act solely as referral ptnr to reputable PEO providers, introduce individuals/businesses that may benefit from HR and admin svcs. Does not involve selling,advising on,or negotiating insurance or employee-benefit products, nor does it overlap w/responsibilities as financial advisor and indep invest advisor.All discussions are handled by PEO provider, comp.is flat referral arrangement not tied to ins sales or invest activity. This role is strictly limited,separate from my financial-services practice. 12)TRINET POS:Referral Partner NATURE:Full-service PEO ,payroll, benefits, HR administration and worker's-comp/insurance solutions. HR Platform & technology: payroll software, time/attendance, paystubs and employee self-service. INVEST RELATED: No #HRS:2 SEC TRADING HRS:0 START DATE:11/19/2025 ADDR: One Park Pl,Ste 600,Dublin CA 94568 DESCR:referral partner to reputable PEO providers,introducing individuals &businesses that may benefit from HR& admin svcs.Does not involve selling,advising on,or negotiating insurance or employee-benefit products, nor does it overlap with my responsibilities as financial advisor and indep invest advisor.All discussions are handled by PEO provider, comp is flat referral arrangement not tied to ins sales or invest activity. This role is strictly limited,separate from my financial-services practice.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-18
• S63 Uniform Securities Agent State Law Examination
  2005-11-15

Other Names

• Alexander Matovski
• Alex Matovski
• Aleks Matovski