Avery John Tannenbaum

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

• 06/2016 → Present
  Cmg/Diversified Mortgage Group
  Pleasanton, CA
• 04/2024 → 06/2024
  Ascend Financial Group
  Belle Vernon, CA
• 08/2015 → 06/2019
  Foothill High School
  Pleasanton, CA
• 08/2019 → 06/2024
  Seattle University
  Seattle, WA
• 02/2025 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2026 → Present
  Osaic Wealth, Inc
  Sam Ramon, CA

Previous Registrations

• 2025-03-03 → 2025-08-20
  Equitable Advisors, Llc
  San Francisco, CA
  Pleasanton, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17

Other Names

• Avery Tannenbaum