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Frank Eugene Metrusky

Osaic Wealth, Inc.

Stratford, CT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-06-14
  • CT RA
    APPROVED
    Since 2024-06-14

Branch Locations

Stratford, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Stratford CT 03/2006 10/2017
Securities America, Inc. Stratford CT 10/2017 06/2024
Securities America Advisors Stratford CT 10/2017 06/2024
Osaic Wealth, Inc. Stratford CT 06/2024 Present
Osaic Wealth, Inc. Stratford CT 06/2024 Present
  • 03/2006 → 10/2017
    National Planning Corporation
    Stratford, CT
  • 10/2017 → 06/2024
    Securities America, Inc.
    Stratford, CT
  • 10/2017 → 06/2024
    Securities America Advisors
    Stratford, CT
  • 06/2024 → Present
    Stratford, CT
  • 06/2024 → Present
    Stratford, CT
Previous Registrations
  • 2017-10-24 → 2024-06-14
    Securities America Advisors, Inc.
    Stratford, CT
  • 2006-04-03 → 2017-10-27
    National Planning Corporation
    South Windsor, CT
    Stratford, CT
  • 2003-03-14 → 2006-04-03
    Osaic Fs, Inc.
    Stratford, CT
  • 1998-01-27 → 2003-03-25
    Polaris Advisory Services Inc
    Trumbull, CT
Other Businesses

***METRUSKY RETIREMENT SERVICES, LLC - DBA ***TRUMBULL BUSINESS NETWORK POSITION: member/President NATURE: Referral group INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2002 ADDRESS: Helen Plumb Bldg, White Plains Rd., Trumbull CT 06611 DESCRIPTION: Participant in referral group. Do not disclose clients to other members unless authorized in writing in advance by client. ALSO: Serve as President of group, effective upon approval. Organize and run meetings. Will NOT have any custody of group assets, nor any independent direction over fund disbursements. ***METRUSKY RETIREMENT SERVICES, LLC POSITION: Owner and manager NATURE: Insurance sales as part of Metrusky Retirement Services, LLC. This is a replacement disclosure to reflect removal of Catholic Way Investments, LLC, OBA, which was inactivated as of 10/31/2021 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/07/2021 ADDRESS: 945 Beaver Dam Rd, Stratford CT 06614, United States DESCRIPTION: Insurance sales through a previously disclosed OBA. Metrusky Retirement Services, LLC, Fr fixed annuities, indexed insurance, etc. TRUMBULL BUSINESS NETWORK POSITION: member NATURE: Referral group INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2002 ADDRESS: River Valley Assisted Living Facility, 101 Oakview Dr., Trumbull CT 06611, United States DESCRIPTION: Participant in referral group. Do not disclose clients to other members unless authorized in writing in advance by client. ALSO: Organize and run meetings in absence of, and at request of, President in his absence. DO NOT have any custody of group assets, nor any independent direction over fund disbursements.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-04
S63 Uniform Securities Agent State Law Examination 1994-05-23
  • S65 Uniform Investment Adviser Law Examination
    1997-11-04
  • S63 Uniform Securities Agent State Law Examination
    1994-05-23
Designations

View on SEC IAPD

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