Saeed Zarkharidi

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Phoenix, AZ

Previous Registrations

• 2007-04-19 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1. DELEX REALTY POSITION: Real Estate Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2019 ADDRESS: 1805 n 91st ave, ste 105, phoenix AZ 85037, United States DESCRIPTION: Looing to buy and sell properties for friends and family

Exams

• S66 Uniform Combined State Law Examination
  2001-03-19
• S63 Uniform Securities Agent State Law Examination
  2000-04-29

Other Names

• Saeed Zarkharidi