Andrew Michael Mastrole

Osaic Wealth, Inc.

CRD 8207171

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-06

NY RA
APPROVED

Since 2026-04-06

Branch Locations

521 Hauppauge Road Suite 206, Hauppauge, NY 11788 • 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

Organization	City	State	From	To
Osaic Wealth Inc	Hauppauge	NY	02/2026	Present
St. John's University	Jamaica	NY	08/2024	12/2025
United Rentals	East Patchogue	NY	05/2025	08/2025
Town Of Southampton	Southampton	NY	05/2024	08/2024
Village Of Westhampton Beach	Westhampton Beach	NY	05/2019	08/2023
Student	East Moriches	NY	02/2016	Present

02/2026 → Present

Osaic Wealth Inc

Hauppauge, NY
08/2024 → 12/2025

St. John's University

Jamaica, NY
05/2025 → 08/2025

United Rentals

East Patchogue, NY
05/2024 → 08/2024

Town Of Southampton

Southampton, NY
05/2019 → 08/2023

Village Of Westhampton Beach

Westhampton Beach, NY
02/2016 → Present

Student

East Moriches, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-02

S66 Uniform Combined State Law Examination

2026-04-02

View on SEC IAPD

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