Bassel Fuad Mansour

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

• 02/2007 → Present
  Golden Gate Mansour
  San Carlos, CA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  San Carlos, CA

Previous Registrations

• 2017-09-18 → 2018-11-02
  Signator Investors, Inc.
  San Mateo, CA

Other Businesses

1) GOLDEN GATE FINANCIAL & INSURANCE SOLUTIONS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2017 ADDRESS: 1395 San Carlos Ave, Suite A, San Carlos CA 94070, United States DESCRIPTION: Owner of financial advising firm golden gate financial & insurance solutions. That is my DBA. 2) GOLDEN GATE FINANCIAL & INSURANCE SOLUTIONS (INSURANCE) POSITION: owner NATURE: Life insurance sales through John Hancock & CRUMP INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2017 ADDRESS: 1395 San Carlos Ave, Suite A, San Carlos CA 94070, United States DESCRIPTION: Provide fixed insurance products for clients needs. 3) 1395 SAN CARLOS AVE UNITS 7 & 8 LLC POSITION: 51% owner NATURE: LLC owned office building. Rented to Golden Gate Financial LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 1395 San Carlos Ave, Suite A, San Carlos CA 94070, United States DESCRIPTION: Own building.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-16
• S63 Uniform Securities Agent State Law Examination
  2016-09-30