Gerard H Verbeek

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

• 01/1989 → 02/2020
  Lincoln Financial Advisors Corporation
  Tarrytown, NY
• 02/2020 → 01/2025
  Lincoln Financial Advisors Corporation
  Salem, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Salem, NH

Previous Registrations

• 1998-06-01 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA
  Rye Brook, NY
  Salem, NH

Other Businesses

1) TVF PROPERTIES LLC- 265/267 RAND HILL ROAD ALTON BAY NH CATEGORY: REAL ESTATE MANAGEMENT, RENTAL INVESTMENT RELATED: YES TITLE: OWNER/MANAGER DUTIES: MANAGEMENT OF RENTAL PROPERTY START DATE: 04/16/2022 (MOVED UNDER LLC JAN 2024) HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2)GERARD VERBEEK 103 NORTH MAIN STREET SALEM, NH 03079 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED AND FIXED INDEXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE VIA OUTSIDE CARRIERS START DATE: 07/15/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS:5 HOURS PER MONTH DURING TRADING HOURS: 3. 3) TVF PROPERTIES LLC- 15 WINTER STREET WATERVILLE MAINE 04901 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL INVESTMENT RELATED: YES TITLE: OWNER/LANDLORD /MANAGER DUTIES: RENTING A HOUSE TO COLLEGE STUDENTS/COLBY COLLEGE MAINE/CONDUCT REPAIRS START DATE: 07/01/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) EXCALIBUR WEALTH ADVISORY LLC 103 NORTH MAIN STREET SALEM, NH 03079 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER OF ENTITY DUTIES: ENTITY USED FOR OFFICE EXPENSES /EXPENSE MANAGEMENT PURPOSES START DATE: 09/01/2005 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 5) TVF PROPERTIES - 4 BARTLETT ST. POSITION: Part owner NATURE: we're buying a piece of R/E in a new LLC, where we own half the property and my daughter will own the other half. This is rental R/E. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2025 ADDRESS: 4 Bartlett St., Waterville ME 04901, United States DESCRIPTION: I will mostly be a silent owner and my wife and daughter will take care of the rental.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-03
• S63 Uniform Securities Agent State Law Examination
  1993-10-22

Other Names

• Gerard Verbeek
• Gerard Verbeek