Salvatore Ralph Zatkowski

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

• 08/2014 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2014-12-08 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. PINNACLE TAX ADVISORS OF LONG ISLAND. NOT INVESTMENT RELATED. 3394 MERRICK RD SEAFORD NY 11783. INCOME TAX PREPARATION, LIFE INS SALES. OWNER/TAX PREPARER. START 12/07/07. 80 HRS MTHLY/40 HRS DURING TRADING. TAX PREPARATION. 2) SJZ ENTERPRISES LLC, NOT INVESTMENT RELATED, 3394 MERRICK RD SEAFORD NY 11783, REAL ESTATE HOLDINGS, OFFICE BUILDING, OWNER, START 1/6/2011, HPM 5-10, 0 HRS TRADING, PURCHASED OFFICE BUILDING TO BE USED AS MY OFFICE. THE GREAT OAK INCORPORATED, NOT INVESTMENT RELATED. FISHING CHARTER BOAT THAT I USE TO GIVE CHARITIES FISHING CHARTERS. STARTED IN 7/2006 2. APA - INVESTMENT ADVISORY REPRESENTATIVE. START DATE 4/19/2001. 5 HOURS DEVOTED PER MONTH, 5 HOURS DURING MARKET HOURS. 3. SJZ ENTERPRISES LLC POSITION: OWNER NATURE: REAL ESTATE HOLDINGS INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2011 ADDRESS: 3394 MERRICK RD, SEAFORD NY 11783, United States DESCRIPTION: I own the building that housed my practice

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-05
• S63 Uniform Securities Agent State Law Examination
  2001-05-17