David Reuther Siebel

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

• 03/2007 → Present
  Capacity Benefits & Financial Services Group Llc
  Mahwah, NJ
• 03/2012 → Present
  Sagepoint Financial
  Mahwah, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pearl River, NY

Previous Registrations

• 2016-06-07 → 2023-09-01
  Osaic Services, Inc.
  Pearl River, NY

Other Businesses

1. EPIC INSURANCE BROKERS & CONSULTANTS POSITION: Managing Principal NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/05/2007 ADDRESS: 40 Marcus Drive, 3rd Floor, Melville NY 11747, United States DESCRIPTION: Manage employer group-sponsored employee benefit plans, including but not limited to Group Medical, Group Term Life/ADD, Group Dental, for companies with 2 to 500 employees 2. EPIC INSURANCE BROKERS & CONSULTANTS POSITION: Managing Principal NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/05/2007 ADDRESS: 40 Marcus Drive, 3rd Floor, Melville NY 11747, United States DESCRIPTION: Manage employer group sponsored employee benefit plans including but not limited to Group Medical, Group Term Life/ADD, Group Dental for companies with 2 to 500 employees 3. SIEBEL CONSULTING, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2009 ADDRESS: 16 Sherbrooke Drive, Lincoln Park NJ 07035, United States DESCRIPTION: Manage group employee benefits for small clients with 2-50 employees. Products include but are not limited to Group Medical, Dental and Fixed Group Life/ADD employer benefits. 4. SIEBEL FINANCIAL ADVISORS, LLC POSITION: President/Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 16 Sherbrooke Drive, Lincoln Park NJ 07035, United States DESCRIPTION: This LLC is a shell corp. created for accounting purposes. 5. RISK WEALTH RETIREMENT ADVISORS POSITION: Representative NATURE: DBA Name, "Risk Wealth Retirement Advisors" INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/28/2023 ADDRESS: 16 Sherbrooke Drive, Lincoln Park NJ 07035, United States DESCRIPTION: DBA Name, "Risk Wealth Retirement Advisors"

Exams

• S66 Uniform Combined State Law Examination
  2016-03-25