Lawrence Chodash

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

• 09/2006 → 04/2023
  Santander Bank, Na
  Boston, MA
• 09/2012 → 12/2022
  Santander Securities, Llc
  Dorchester, MA
• 12/2022 → 04/2023
  Santander Securities, Llc
  Dorchester, MA
• 04/2023 → 01/2024
  Woodbury Financial Services Inc
  Brooklyn, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Manhasset, NY

Previous Registrations

• 2023-04-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brooklyn, NY
  Brooklyn, NY
  New City, NY
  Manhasset, NY
• 2017-01-04 → 2023-05-15
  Santander Securities Llc
  Brooklyn, NY
  New York, NY
  Short Hills, NJ
  Scotch Plains, NJ
  Somerville, NJ
  Brooklyn, NY

Other Businesses

1. LAWRENCE CHODASH INSURANCE POSITION: Owner NATURE: Sole Proprietorship- Fixed annuity and Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/24/2023 ADDRESS: 1615 Northern Blvd, Suite 304, Manhasset NY 11030, United States DESCRIPTION: Life insurance and fixed annuities 2. OAKFIELD WEALTH MANAGEMENT GROUP POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/20/2023 ADDRESS: 1615 Northern Blvd., Suite 304, Manhasset NY 11030, United States DESCRIPTION: Insurance compensation and team organization. 3. AGENT SUPPORT GROUP POSITION: AGENT NATURE: FIXED ANNUITY SALES INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 10/03/2024 ADDRESS: 19 PARK AVE, MANHASSET NY 11030, United States DESCRIPTION: FIXED ANNUITY SALES

Exams

• S66 Uniform Combined State Law Examination
  2016-12-26
• S63 Uniform Securities Agent State Law Examination
  1991-11-25