Eugene Gerald Borg

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

• 04/2016 → 11/2018
  Janney Montgomery Scott Llc
  New York, NY
• 07/2020 → 06/2024
  Securities America Inc
  Pottersville, NJ
• 12/2018 → 08/2019
  Unemployed
  Pottersville, NJ
• 08/2019 → Present
  Combined Worksite Solutions
  Chicago, IL
• 10/2020 → 06/2024
  Securities America Advisors
  Pottersville, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Pottersville, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Pottersville, NJ

Previous Registrations

• 2020-10-23 → 2024-06-14
  Securities America Advisors, Inc.
  Pottersville, NJ

Other Businesses

1. POTTERSVILLE VOLUNTEER FIRE COMPANY POSITION: Fire Fighter NATURE: Pottersville Volunteer Fire Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2011 ADDRESS: 8 Hacklebarney Rd Pottersville NJ 07979 DESCRIPTION: Volunteer fire company. Interior Fire Fighter, Captain, Trustee, Finance Committee Chairperson 2. DBA - Black River Associates LLC 3. NEW JERSEY STATE FIREMANS ASSOCIATION BEDMINSTER #509 POSITION: Treasurer NATURE: New Jersey State Firemen's Association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/15/2011 ADDRESS: 8 Hacklebarney Rd Pottersville NJ 07979 DESCRIPTION: I am the treasurer of the local chapter of the NJSFA #509. All officers (President, VP, Secretary, and Treasurer) have access to the funds. Three signatures are required on all checks, and approval is needed by the State office for purchases greater than $500.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-28
• S63 Uniform Securities Agent State Law Examination
  1991-10-07

Other Names

• Gene Borg
• Eugene Gerald Borg