Matthew Thomas Reichert

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

• 08/1996 → Present
  St. Francis College
  Brooklyn, NY
• 05/2004 → Present
  Osaic Wealth, Inc.
  Brooklyn, NY

Other Businesses

1) MAIORANO & ASSOCIATES INC; NON-INVESTMENT RELATED; 8754 BAY 16TH STREET BROOKLYN NY 11214; TAX PREPARER; STARTED 08/20/2004; 40 HRS/MTH; 20 HRS/MTH DURING ST HOURS; PREPARATION OF TAX RETURNS. 2. CRUMP INSURANCE POSITION: INSURANCE SALES NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2004 ADDRESS: 105 EISENHOWER PKWY, FL 4, ROSELAND NJ 07068, United States DESCRIPTION: FIXED INSURANCE

Exams

• S66 Uniform Combined State Law Examination
  2021-11-22

Other Names

• Matthew J. Reichert