Wilson Munoz

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

• 02/2015 → Present
  Park Avenue Securities Llc
  Somerville, NJ
• 02/2015 → Present
  Guardian Life Insurance Company
  Somerville, NJ
• 01/2017 → 06/2024
  Securities America Inc.
  Somerville, NJ
• 01/2017 → 06/2024
  Securities America Advisors
  Somerville, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Somerville, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Somerville, NJ

Previous Registrations

• 2017-02-13 → 2024-06-14
  Securities America Advisors, Inc.
  Somerville, NJ
• 2015-02-13 → 2017-03-03
  Park Avenue Securities Llc
  Holmdel, NJ
  Somerville, NJ

Other Businesses

1. INSURANCE PRODUCTS POSITION: Agent NATURE: I sell insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 12/16/2011 ADDRESS: 92 East Main Street, Suite 303, Somerville NJ 08876, United States DESCRIPTION: I sell insurance products 2. EMPIRE UNITED DEVELOPMENT PROGRAM AND COMMUNITY ASSISTANCE POSITION: Management NATURE: Soccer Organization - Youth Soccer Training and events INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2018 ADDRESS: PO Box 1344, Belle Mead NJ 08502 DESCRIPTION: Soccer Organization - Youth Soccer Training and events 3. WM FINANCIAL GROUP LLC POSITION: Owner NATURE: Insurance Agency as well as provide services such as administrative support, marketing/advertising, expert witness services, commercial lending broker, payroll service referral program, educational consulting & seminars. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/20/2020 ADDRESS: 28 North Gaston Ave, Somerville NJ 08876 DESCRIPTION: Insurance Agency as well as provide services such as administrative support, marketing/advertising, expert witness services, commercial lending broker, payroll service referral program, educational consulting & seminars. None of the educational consulting & seminars will fall under the principles of financial planning. 4. WM FINANCIAL GROUP LLC - RE POSITION: Manager NATURE: Real Estate/Property OBA. LLC will also hold equity stakes in other property LLC's. ? INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2022 ADDRESS: 28 North Gaston Ave, Somerville NJ 08876 DESCRIPTION: Real Estate/Property OBA. LLC will also hold equity stakes in other property LLC's. Each LLC invested in will be submitted as a PST. 5. WILSON MUNOZ SOMERVILLE RENTAL POSITION: Owner of the property NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2019 ADDRESS: 26-28 North Gaston Ave, Somerville NJ 08876 DESCRIPTION: Rental Property 6. 320 EILEEN WAY LLC POSITION: Manager NATURE: Real Estate - LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2024 ADDRESS: 320 Eileen Way, Bridgewater NJ 08807 DESCRIPTION: Purchasing a primary residential real estate property, renovating and moving in with my family at the end of renovations 7. WM FINANCIAL GROUP LLC DBA WM PRIVATE WEALTH MANAGEMENT POSITION: Owner NATURE: DBA WM Private Wealth Management used as marketing name for my investment & advisory business through Osaic. Current WM Financial Group LLC entity is an Insurance Agency and a member of First Financial Resources as well as provide services such as administrative support, marketing/advertising, expert witness services, commercial lending broker, payroll service referral program, educational consulting & seminars. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/20/2020 ADDRESS: 28 North Gaston Ave, Somerville NJ 08876, United States DESCRIPTION: Insurance Agency as well as provide services such as administrative support, marketing/advertising, expert witness services, commercial lending broker, payroll service referral program, educational consulting & seminars. None of the educational consulting & seminars will fall under the principles of financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-22