Alan Scott Meckler

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

• 08/1988 → Present
  Cornerstone Financial Group, Inc.
  Roseland, NJ
• 01/2002 → 10/2018
  Penn Mutual Life Ins Co
  Edison, NJ
• 01/2002 → 10/2018
  Hornor Townsend & Kent Inc
  Edison, NJ
• 10/2018 → 06/2024
  Securities America, Inc.
  Succasunna, NJ
• 10/2018 → 06/2024
  Securities America Advisors
  Succasunna, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2018-10-26 → 2024-06-14
  Securities America Advisors, Inc.
  Succasunna, NJ
  Succasunna, NJ
• 2002-07-30 → 2018-10-25
  Hornor, Townsend & Kent, Llc
  Succasunna, NJ
  Edison, NJ

Other Businesses

Name: St. Christopher's Inn Position: Board Member - Nature: Board member of non profit organization Investment Related: No - Hours: 5 - Securities Trading Hours: 0 - Start Date: 08/17/2016 - Address: 21 Franciscan Way, Garrison NY 10524, United States Name: Cornerstone Financial Group, Inc Position: Sales - Nature: Insurance sales, life, health, disability, long term care - Investment Related: No - Hours: 40 - Securities Trading Hours: 40 Start Date: 08/15/2018 - Address: 8 SHEPHERDS LN SUCCASUNNA NJ 07876, United States DBA: Cornerstone Financial Group, Inc. CORNERSTONE FINANCIAL GROUP, INC POSITION: advisor NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/15/2018 ADDRESS: 8 SHEPHERDS LN SUCCASUNNA NJ 07876, United States DESCRIPTION: investment advisor SYMBOLIQ WEALTH MANAGEMENT, LLC POSITION: advisor NATURE: Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2023 ADDRESS: 4700 Via Teramo, Estero FL 34134-4961, United States DESCRIPTION: wealth advisor CORNERSTONE FINANCIAL GROUP SWFL POSITION: President NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 75 START DATE: 01/01/2025 ADDRESS: 3462 Pacific Drive, Naples FL 34119-8670, United States DESCRIPTION: CFP, investment advisor.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant