Christofer G Ferrugiari

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

• 10/2009 → 11/2018
  Sii Jhfn
  Westbury, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Melville, NY

Other Businesses

1. INSURANCE BROKER: HEALTH AND GROUP BENEFITS POSITION: insurance broker NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sales & Service for Fixed Insurance Business 2.INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/08/2010 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sales & Service for Fixed Insurance Business 3. RENTAL PROPERTY OWNER POSITION: NA NATURE: rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 20 Cottage Ave, Bay Shore NY 11706, United States DESCRIPTION: Maintain the home for Tenants. I do not collect rent I am just a joint owner with my father. 4. RENTAL PROPERTY POSITION: owner NATURE: Rental property. No business entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 07/03/2019 ADDRESS: 160 David Whites Lane, Southampton NY 11968, United States DESCRIPTION: Maintain property and do renovations 5. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 16 START DATE: 12/01/2018 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Investment Advisor Representative for Lighthouse Financial Network, LLC an independent firm of Osaic Wealth Inc. 6. RENTAL INCOME POSITION: owner NATURE: Rental Income from prior residence. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 859 East Bay Drive, West Islip NY 11795, United States DESCRIPTION: provide adequate housing for tenant.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-23
• S63 Uniform Securities Agent State Law Examination
  2009-02-06

Other Names

• Christofer G Ferrugian