Michael Sackstein

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
CT	RA	APPROVED	2024-10-11
MI	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
PA	RA	APPROVED	2024-10-11
SC	RA	APPROVED	2024-10-11
VT	RA	APPROVED	2024-10-11

CT RA
APPROVED

Since 2024-10-11
MI RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
PA RA
APPROVED

Since 2024-10-11
SC RA
APPROVED

Since 2024-10-11
VT RA
APPROVED

Since 2024-10-11

Branch Locations

Commack, NY • United States

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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

Organization	City	State	From	To
American Portfolios Financial Services, Inc.	Holbrook	NY	02/2015	Present
Osaic	Commack	NY	06/2024	Present
American Portfolios Advisors Inc	Holbrook	NY	02/2015	Present
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

02/2015 → Present

American Portfolios Financial Services, Inc.

Holbrook, NY
06/2024 → Present

Osaic

Commack, NY
02/2015 → Present

American Portfolios Advisors Inc

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2015-06-03 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-06-01
S63	Uniform Securities Agent State Law Examination	1992-09-02

S66 Uniform Combined State Law Examination

2015-06-01
S63 Uniform Securities Agent State Law Examination

1992-09-02

Other Names

Michael Evan Sackstein

View on SEC IAPD