Brian David Hosan

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Harbor Media Group
  Schroon Lake, NY
• 09/2020 → 09/2021
  Securities America, Inc.
  Schroon Lake, NY
• 05/2021 → 09/2021
  Securities Americ Advisors
  Schroon Lake, NY
• 09/2021 → Present
  Silver Oak Securities, Inc.
  Schroon Lake, NY

Previous Registrations

• 2021-05-13 → 2021-09-24
  Securities America Advisors, Inc.
  Schroon Lake, NY

Other Businesses

1) HARBOR MEDIA GROUP, POSITION: Director NATURE: Media Production Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/10/2015 ADDRESS: 1193 US Route 9, Schroon Lake NY 12870 DESCRIPTION: Owner/Director Sales/Marketing/Proposals/Financials Hire Subcontractors Travel as needed to location for production shoots Subcontract Editing 2) "Ledgerock Advisors, LLC",Is Investment Related,,Investment Advisory DBA, branch address,Partner,2020-05-27,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,This is an LLC we filed and eventually intend to use as our firm/company but it is not currently advertised or used anywhere. 3) Schroon Lake Chamber of Commerce,Is Not Investment Related,"PO Box 726, , Schroon Lake, NY, 12870, United States",Local Business,Board Member,1/1/2025,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,Board member of the chamber of commerce. Participate in monthly board meetings to discuss events and ways to help boost local business economy. 4) Harbor Coffee Company,Is Not Investment Related,"1193 US Route 9, , Schroon Lake, NY, 12870, United States",Coffee,Owner,6/13/2026,40 hours per month,0 hours per month during trading hours,Other Compensation,As a family we are looking to set up a coffee cart at our local farmers market this summer. It operates on Saturdays June-August.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-12

Other Names

• Brian David Hosan
• Brian Hosan