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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2025-01-28 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
Wellington, FL • United States
12 Bayview Avenue, Northport, NY 11768 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Westbury | NY | 02/2002 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. 12 BAYVIEW AVENUE REALTY LLC POSITION: Managing Partner NATURE: LLC OWNS THE BUILDING THAT THE OFFICE IS IN AND COLLECTS RENT FROM AN UNRELATED TENANT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 12 Bayview Avenue, Northport NY 11768 DESCRIPTION: Managing Partner of LLC that owns the building that the office is in. Collects Rent from one unrelated tenant that occupies the 3rd floor office 2. MEAN RED MEDIA ALTAR ROCK PICTURES LLC POSITION: Treasurer NATURE: PRODUCTION COMPANY LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 12 Bayview Avenue, Northport NY 11768 DESCRIPTION: Treasurer for Deceased Brothers Production Company 3. GOLDNER FINANCIAL GROUP, INC. POSITION: President NATURE: BILL PAYING ENTITY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1994 ADDRESS: 12 BAYVIEW AVENUE, NORTHPORT NY 11768 DESCRIPTION: Goldner Financial Group pays the bills for the office 4. BSG SERVICE COMPANY POSITION: Manager NATURE: BUSINESS EXPENSES ENTITY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2011 ADDRESS: 12 Bayview Avenue, Northport NY 11768 DESCRIPTION: Pay Business Expenses 5. BRAD GOLDNER POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 12 Bayview Avenue, Northport NY 11768 DESCRIPTION: Life & LTC Insurance 6. ESTATE OF BRIAN GOLDNER POSITION: Executor NATURE: Executor of Brother's Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2021 ADDRESS: 71 Bevin Road, Northport NY 11768 DESCRIPTION: Settling Brother's Estate 7. LUSAIL BLUE INVESTMENT SRL POSITION: Member NATURE: LLC formed to purchase a vacant lot of property located in Cap Cana, Dominican Republic INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 71 Bevin Road, Northport NY 11768, United States DESCRIPTION: Member of LLC 8.BRADFORD GOLDNER POSITION: Agent NATURE: Health Insurance For Goldner Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: 12 Bayview Avenue, Northport NY 11768, United States DESCRIPTION: Insurance Agent for the Goldner Financial Group Health Insurance Policy 9.BRAD GOLDNER POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 12 Bayview Avenue, Northport NY 11768, United States DESCRIPTION: Life & LTC Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-24 |
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