Goran Ljuljic

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
NY	RA	APPROVED	2021-04-26

NY RA
APPROVED

Since 2021-04-26

Branch Locations

575 Broadhollow Road, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
John Hancock Mutual Life Insurance Co.	Astoria	NY	04/1997	11/2018
Signator Investors, Inc.	Westbury	NY	04/1997	11/2018
Osaic Wealth, Inc.	Melville	NY	11/2018	Present

04/1997 → 11/2018

John Hancock Mutual Life Insurance Co.

Astoria, NY
04/1997 → 11/2018

Signator Investors, Inc.

Westbury, NY
11/2018 → Present

Osaic Wealth, Inc.

Melville, NY

Other Businesses

1. INSURANCE BROKER-GORAN LJULJIC POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2011 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sales and Service for Fixed Insurance Business 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 08/01/1997 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Insurance and investment planning for clients

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-09-28

S63 Uniform Securities Agent State Law Examination

1995-09-28

View on SEC IAPD