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Gary Benjamin Rajah

Osaic Wealth, Inc.

Grand Rapids, MI

CRD 2072740

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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

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-14
  • MI RA
    APPROVED
    Since 2024-06-14

Branch Locations

Grand Rapids, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cantella & Co Inc Boston MA 12/2007 01/2020
Securities America, Inc. Grand Rapids MI 01/2020 06/2024
Securities America Advisors Grand Rapids MI 01/2020 06/2024
Osaic Wealth, Inc. Grand Rapids MI 06/2024 Present
Osaic Wealth, Inc. Grand Rapids MI 06/2024 Present
  • 12/2007 → 01/2020
    Cantella & Co Inc
    Boston, MA
  • 01/2020 → 06/2024
    Securities America, Inc.
    Grand Rapids, MI
  • 01/2020 → 06/2024
    Securities America Advisors
    Grand Rapids, MI
  • 06/2024 → Present
    Grand Rapids, MI
  • 06/2024 → Present
    Grand Rapids, MI
Previous Registrations
  • 2020-02-07 → 2024-06-14
    Securities America Advisors, Inc.
    Grand Rapids, MI
  • 2009-05-26 → 2020-02-14
    Cantella & Co., Inc.
    Grand Rapids, MI
    Grand Rapids, MI
    Greenville, MI
    Malden, MA
    Coral, MI
    Grand Rapids, MI
    Malden, MA
  • 2010-02-04 → 2014-12-10
    Rajah Asset Management
    Grand Rapids, MI
Other Businesses

***RAJAH ASSET MANAGEMENT - DBA ***SAA POSITION: Investment Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/17/2020 ADDRESS: 311 Lyon NE, Grand Rapids MI 49503, United States DESCRIPTION: Solicit based on client needs ***INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 01/17/2020 ADDRESS: 311 Lyon NE, Grand Rapids MI 49503, United States DESCRIPTION: marketing life, health and disability insurance, property and casualty, business insurance, professional liability, malpractice, E&O ***PIANIST AND COMPOSER POSITION: Play and compose music for compensation NATURE: pianist and composer INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2020 ADDRESS: 311 Lyon NE, Grand Rapids MI 49503, United States DESCRIPTION: piano performance and composition

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-19
S63 Uniform Securities Agent State Law Examination 1990-07-27
  • S65 Uniform Investment Adviser Law Examination
    1992-10-19
  • S63 Uniform Securities Agent State Law Examination
    1990-07-27

View on SEC IAPD

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