Steven Ira Gildar

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

• 06/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 12/2006 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Tampa, FL
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Tampa, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Tampa, FL

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Tampa, FL
• 2012-08-02 → 2019-03-01
  Questar Asset Management, Inc.
  Tampa, FL
  Minneapolis, MN
• 2006-06-30 → 2008-11-12
  Questar Asset Management, Inc.
  Tampa, FL
• 2005-04-12 → 2006-07-24
  Usallianz Securities, Inc.
  Clearwater, FL
  Tampa, FL
  Tampa, FL

Other Businesses

1. STEVEN GILDAR. POSITION: Insurance Agent. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/10/2003 ADDRESS: 8538 Acorn Ridge Ct, Tampa, FL 33625, United States DESCRIPTION: Offering fixed annuities, disability, health, life, employee benefits and LTC. 2. STEVEN GILDAR POSITION: OWNER NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1992 ADDRESS: 8538 Acorn Ridge Ct, TAMPA FL 33625, United States DESCRIPTION: Selling Life and Health Insurance Products, Employee Benefits and Medicare Supplemental Products. 3. STEVEN GILDAR POSITION: OWNER NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1992 ADDRESS: 8538 ACORN RIDGE CT, TAMPA FL 33625, United States DESCRIPTION: SELLING LIFE AND HEALTH INSURANCE PRODUCTSEMPLOYEE BENEFITS PRODUCTSMEDICARE SUPPLEMENT PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-05
• S66 Uniform Combined State Law Examination
  2005-04-07
• S63 Uniform Securities Agent State Law Examination
  1992-10-01

Other Names

• Steven Ira Gildar