Best Investors Account Sign in

Gregory Andrew Korngut

Osaic Wealth, Inc.

Belvedere, CA

Haddonfield, NJ

CRD 6995959

Claim This Profile
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

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-09
FL RA APPROVED 2025-02-20
TX RA APPROVED 2025-02-19
AK RA APPROVED 2024-10-11
CA RA APPROVED 2024-10-11
MI RA APPROVED 2024-10-11
NM RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
PA RA APPROVED 2024-10-11
  • NJ RA
    APPROVED
    Since 2026-04-09
  • FL RA
    APPROVED
    Since 2025-02-20
  • TX RA
    APPROVED
    Since 2025-02-19
  • AK RA
    APPROVED
    Since 2024-10-11
  • CA RA
    APPROVED
    Since 2024-10-11
  • MI RA
    APPROVED
    Since 2024-10-11
  • NM RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11

Branch Locations

Belvedere, CA • United States

Haddonfield, NJ • 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
Wake Forest University Winston-Salem NC 09/2017 05/2018
Unemployed Lawrenceville NJ 05/2018 07/2018
Axa Advisors, Llc New York NY 07/2018 12/2018
Schafer Sports Complex Ewing NJ 08/2016 07/2017
Woodbury Financial Services Inc Hockessin DE 01/2019 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 09/2017 → 05/2018
    Wake Forest University
    Winston-Salem, NC
  • 05/2018 → 07/2018
    Unemployed
    Lawrenceville, NJ
  • 07/2018 → 12/2018
    Axa Advisors, Llc
    New York, NY
  • 08/2016 → 07/2017
    Schafer Sports Complex
    Ewing, NJ
  • 01/2019 → 10/2024
    Woodbury Financial Services Inc
    Hockessin, DE
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2024-01-04 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. Registered Assistant-Golden Gate Financial-2 Community RD, Belvedere CA, 94920 0% Ownership. 40 hour work week during market hours. 2. TRUE LEGACY CAPITAL POSITION: Advisor NATURE: Selling Fixed Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2025 ADDRESS: 1743 N Hancock St, Philadelphia PA 19122, United States DESCRIPTION: Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-08
S63 Uniform Securities Agent State Law Examination 2019-05-08
  • S65 Uniform Investment Adviser Law Examination
    2023-12-08
  • S63 Uniform Securities Agent State Law Examination
    2019-05-08
Other Names
  • Gregory A. Korngut
  • Gregory Korngut
  • Greg Korngut

View on SEC IAPD

More in Belvedere, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor