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Elizabeth Jane Evanisko

Osaic Wealth, Inc.

Buffalo, NY

CRD 5276643

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-11
NY RA APPROVED 2024-10-14
TX RA APPROVED 2024-10-14
  • FL RA
    APPROVED
    Since 2025-02-11
  • NY RA
    APPROVED
    Since 2024-10-14
  • TX RA
    APPROVED
    Since 2024-10-14

Branch Locations

100 Corporate Pkwy Ste 320, Buffalo, NY 14226 • 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
OrganizationCityStateFromTo
Foresters Financial Cheektowaga NY 12/2006 06/2019
Foresters Advisory Services Cheektowaga NY 08/2012 06/2019
Elizabeth Thuman Eden NY 02/2013 Present
Gerber Life White Plains NY 06/2018 07/2018
Cetera Investment Advisers Llc Cheektowaga NY 06/2019 10/2024
Cetera Investment Services Llc St Cloud MN 06/2019 10/2024
Osaic Wealth, Inc. Amherst NY 10/2024 Present
  • 12/2006 → 06/2019
    Foresters Financial
    Cheektowaga, NY
  • 08/2012 → 06/2019
    Foresters Advisory Services
    Cheektowaga, NY
  • 02/2013 → Present
    Elizabeth Thuman
    Eden, NY
  • 06/2018 → 07/2018
    Gerber Life
    White Plains, NY
  • 06/2019 → 10/2024
    Cheektowaga, NY
  • 06/2019 → 10/2024
    Cetera Investment Services Llc
    St Cloud, MN
  • 10/2024 → Present
    Amherst, NY
Previous Registrations
Other Businesses

1. RENTAL PROPERTY 100% OWNER 2. NOVA WEALTH, DBA, 60% OWNER 3. ELIZABETH EVANISKO - INSURANCE PRODUCER POSITION: Insurance Producer NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2007 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Assist clients with obtaining insurance quotes and options. 4. ELIZABETH EVANISKO - LANDLORD POSITION: Owner/Landlord NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 2950 East Church Street, Eden NY 14057, United States DESCRIPTION: Landlord duties 5. NOVA WEALTH LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/17/2022 ADDRESS: 100 Corporate Parkway, Suite 320, Amherst NY 14226, United States DESCRIPTION: Nova Wealth is the team name for which business with Osaic will be done under

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-11
S63 Uniform Securities Agent State Law Examination 2007-04-07
  • S65 Uniform Investment Adviser Law Examination
    2017-09-11
  • S63 Uniform Securities Agent State Law Examination
    2007-04-07
Other Names
  • Elizabeth Thuman
  • Elizabeth Jane Thuman

View on SEC IAPD

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