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Brandon Fernandes

Osaic Wealth, Inc.

Manhasset, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-19
  • NY RA
    APPROVED
    Since 2024-01-19

Branch Locations

1615 Northern Blvd Suite 304, Manhasset, NY 11030 • 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
OrganizationCityStateFromTo
Financial Resources Group Williston Park NY 03/2021 07/2021
Sterling National Bank Seaford NY 11/2018 03/2021
Capital One Bank Salisbury NY 01/2015 11/2018
Lpl Financial Llc Williston Park NY 07/2021 03/2023
Sterling National Bank Williston Park NY 07/2021 03/2023
Financial Resources Group Investment Services, Llc Williston Park NY 06/2021 07/2021
Woodbury Financial Services Inc Manhasset NY 03/2023 01/2024
Osaic Wealth, Inc. Manhasset NY 01/2024 Present
  • 03/2021 → 07/2021
    Financial Resources Group
    Williston Park, NY
  • 11/2018 → 03/2021
    Sterling National Bank
    Seaford, NY
  • 01/2015 → 11/2018
    Capital One Bank
    Salisbury, NY
  • 07/2021 → 03/2023
    Williston Park, NY
  • 07/2021 → 03/2023
    Sterling National Bank
    Williston Park, NY
  • 06/2021 → 07/2021
    Financial Resources Group Investment Services, Llc
    Williston Park, NY
  • 03/2023 → 01/2024
    Woodbury Financial Services Inc
    Manhasset, NY
  • 01/2024 → Present
    Manhasset, NY
Previous Registrations
  • 2023-03-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Manhasset, NY
  • 2021-10-06 → 2023-03-14
    Williston Park, NY
    White Plains, NY
    Jamaica, NY
    Rego Park, NY
    Bronx, NY
    Long Island City, NY
    Ardsley, NY
    Yonkers, NY
    Yonkers, NY
    Yonkers, NY
    Long Island City, NY
Other Businesses

1. INSURANCE: POSITION: Insurance Agent NATURE: Provide insurance to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/06/2023 ADDRESS: 1615 Northern Blvd, Suite 305, Manhasset NY 11030, United States DESCRIPTION: Provide insurance products to clients. 2. OAKFIELD WEALTH MANAGEMENT GROUP LLC POSITION: Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/06/2023 ADDRESS: 191 Oakfield Avenue, Dix Hills NY 11746, United States DESCRIPTION: Financial Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-06
  • S66 Uniform Combined State Law Examination
    2021-10-06

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