Gilbert Perez

Osaic Wealth, Inc.

CRD 6076370

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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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-04

TX RA
APPROVED

Since 2025-04-04

Branch Locations

Keene, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Foresters Financial Services	Fort Worth	TX	08/2016	06/2019
Cetera Investment Services Llc	Fort Worth	TX	05/2019	04/2025
Cetera Investment Advisers Llc	Fort Worth	TX	01/2020	04/2025
Osaic Wealth Inc	Keene	TX	04/2025	Present

08/2016 → 06/2019

Foresters Financial Services

Fort Worth, TX
05/2019 → 04/2025

Cetera Investment Services Llc

Fort Worth, TX
01/2020 → 04/2025

Cetera Investment Advisers Llc

Fort Worth, TX
04/2025 → Present

Osaic Wealth Inc

Keene, TX

Previous Registrations

2020-01-07 → 2025-04-04

Cetera Investment Advisers Llc

Fort Worth, TX

Keene, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-06
S63	Uniform Securities Agent State Law Examination	2012-07-17

S65 Uniform Investment Adviser Law Examination

2020-01-06
S63 Uniform Securities Agent State Law Examination

2012-07-17

Other Names

Gilbert Perez
Gilbert Perez

View on SEC IAPD

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