Daniel Nagy

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

• 08/2019 → 06/2024
  Securities America, Inc.
  West Senica, NY
• 09/2003 → Present
  Foresight Finanial Planners, Inc.
  West Senica, NY
• 08/2019 → 06/2024
  Securities America Advisors
  West Seneca, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Victor, NY

Previous Registrations

• 2019-08-28 → 2024-06-14
  Securities America Advisors, Inc.
  West Seneca, NY
  Brockton, MA

Other Businesses

2. Foresight Financial Planners, Inc Position: Principal Nature: Insurance Broker Investment Related: Yes Hours: 15 Securities Trading Hours: 50 Start Date: 09/01/2003 Address: 441 PEARL ST, BROCKTON, MA 02301 2. VFW AUXILIARY POST 1046 POSITION: President NATURE: A local non-profit organization which helps support veterans and their families. Incorporated under congressional charter. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 11/13/2024 ADDRESS: 283 N Quincy St, Brockton MA 02302, United States DESCRIPTION: Facilitate monthly meeting, ensure committee chairs have completed the tasks outlined by the national and state organization. Countersign checks written by the Treasurer.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-15