George Borah Taub

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

• 05/2002 → 07/2020
  Investacorp
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  New York, NY
• 07/2020 → 06/2024
  Securities America Advisors
  New York, NY
• 05/2002 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2021-08-10 → 2024-06-14
  Securities America Advisors, Inc.
  New York, NY

Other Businesses

1. INSURANCE POSITION: agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/15/2015 ADDRESS: 99 park ave suite 1100, georget@gbtfinancialgroup.com, new york NY 10016, United States DESCRIPTION: i am an agent or contractor who uses there products DBA - GBT Financial Group

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-10
• S63 Uniform Securities Agent State Law Examination
  1993-07-01