Amanda Michele Gonzalez

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

• 08/2016 → 12/2016
  Unemployed
  Mount Sinai, NY
• 12/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2018 → Present
  Next Level Serving
  Port Jefferson, NY
• 06/2020 → 06/2024
  Securities America Inc
  Port Jefferson Station, NY
• 06/2020 → 06/2024
  Securities America Advisors
  Port Jefferson Station, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Port Jefferson Station, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Port Jefferson Station, NY

Previous Registrations

• 2020-06-26 → 2024-06-14
  Securities America Advisors, Inc.
  Port Jefferson Station, NY
• 2017-08-25 → 2020-06-30
  Equitable Advisors, Llc
  Mount Sinai, NY
  Melville, NY
  Melville, NY
  Port Jefferson, NY

Other Businesses

1. HERITAGE HARBOR FINANCIAL ASSOCIATES POSITION: ADVISOR NATURE: HERITAGE HARBOR FINANCIAL ASSOCIATES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2017 ADDRESS: 106 CRYSTAL BROOK HOLLOW ROAD, PORT JEFFERSON STATION NY 11776, United States DESCRIPTION: DBA, FINANCIAL PROFESSIONAL 2. AMANDA GONZALEZ - INSURANCE AGENCIES POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2020 ADDRESS: 106 Crystal Brook Hollow Road, Port Jefferson Station NY 11776, United States DESCRIPTION: sales and service of fixed insurance and annuities

Exams

• S66 Uniform Combined State Law Examination
  2017-08-16
• S63 Uniform Securities Agent State Law Examination
  2017-02-28

Other Names

• Amanda Michele Zambelli
• Amanda M. Zambelli