Ronit Rogoszinski

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 02/2008 → 08/2019
  Lpl Financial
  West Hampstead, NY
• 06/2017 → 08/2019
  Slatestone Wealth, Llc
  Palm Beach Gardens, FL
• 08/2019 → 10/2024
  American Portfolios Financial Services, Inc.
  West Hempstead, NY
• 08/2019 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2019-08-23 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2017-07-06 → 2019-09-26
  Slatestone Wealth Llc
  Manhasset, NY
  Jupiter, FL
• 2008-02-29 → 2017-06-19
  Lpl Financial Llc
  West Hempstead, NY
  Boca Raton, FL
  Manhasset, NY
  Garden City, NY
  Garden City, NY
• 2006-11-03 → 2008-03-20
  Asset & Financial Planning, Ltd
  Great Neck, NY
• 2005-08-15 → 2006-11-07
  Cuna Brokerage Services, Inc.
  Westbury, NY
  Westbury, NY
• 2004-09-14 → 2005-08-04
  Citicorp Investment Services
  Cedarhurst, NY

Other Businesses

1. 03/24/2015: OTHER-AUTHOR - MONEY TALKS - MONEY TALKS IS A BOOK PUBLISHED BY DEBORAH GREYSON RIEGEL, WHO INCLUDED ME AS ONE OF THE 10 GUEST AUTHORS FOR THE 10 CHAPTERS OF THIS TIPS ON DIFFICULT MONEY TALKS BOOK. - START DATE=04/01/2015 - NOT INVESTMENT RELATED - 1 HOUR PER MONTH/0 HOURS DURING TRADING - VARIOUS PLACES. 2. 4/26/2016; Women and Wealth Solutions; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 07/01/2016; offering Women and Wealth Solutions as my company 3. Epstein Company Life Ins Agency start date 01/01/22 Will share referrals to offer Life Ins as part of Financial plan. To be determined as to hours devoted during market as well as compensation. this will not be an investment related business 4. FINANCIAL PLANNERS ASSOCIATION OF LONG ISLAND (FPA-LI) POSITION: Director of Women in Finance NATURE: THe home for Financial planners inNassau and Suffolk Counties The FPA of Long Island is the voice and the premier resource to our members and the public on the Financial Planning profession. Mission Statement The FPA of Long Island chapter, through its Program Meetings and Annual Symposium provides an educational and networking forum for professional Financial Planners so they may provide the highest level of service to their clients. We promote activities on Long Island to benefit the Financial Planning profession, our members and the general public. The Long Island Chapter will continue to build and retain a growing membership with ashared vision. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 140 Fell Ct, #107, Hauppauge NY 11788, United States DESCRIPTION: Organize and run quarterly meetings for women advisors affiliated with the FPA to discuss subjects affecting the financial planning world as we as support and learn from each other.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-27
• S66 Uniform Combined State Law Examination
  2002-09-11

Designations

• Certified Financial Planner

Other Names

• Ronit Moraru
• Ronit Rogoszinski
• Ronit Rogoszinski, Cfp