Elizabeth Louise Greak

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

• 01/1993 → Present
  Comer & Greak Financial Consultants
  New Haven, CT
• 02/1994 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 06/2007 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  New Hartford, CT
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  New Hartford, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Hartford, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Hartford, CT

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  New Hartford, CT
• 2007-08-08 → 2020-07-17
  Investacorp Advisory Services Inc
  Manchester Ctr., VT
  New Hartford, CT
• 1993-03-24 → 2014-11-20
  Comer & Greak Financial Consultants
  Manchester Ctr, VT

Other Businesses

Comer & Greak Financial Consultants -Investment Related, Conducted from 43 Indian Meadow Road, New Hardford, CT 06057. The nature of the Outside Business Activity (OBA) is DBA/Fixed Insurance Sales, my position in the organization is owner. 1993 was the start of the relationship with the other business and 160 hours are devoted to the other business per week and 100 of hours are devoted to the other business during securities trading hours per month. COMER & GREAK FINANCIAL CONSULTANTS POSITION: Preparer NATURE: Income tax prep for investment clients ONLY INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1993 ADDRESS: PO Box 225, New Hartford CT 06057 DESCRIPTION: Income tax prep for investment clients only NONE - AS REGISTERED REP POSITION: agent NATURE: Possibly selling/replacing variable annuities through Nationwide INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2000 ADDRESS: 43 Indian Meadow Road, New Hartford CT 06057 DESCRIPTION: possibly selling/exchanging variable annuities with clients ELIZABETH GREAK DBA COMER & GREAK FINANCIAL CONSULTANTS POSITION: advisor rep NATURE: Elizabeth Greak DBA Comer & Greak Financial Consultants Registered Investment Advisor with Securities America INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2010 ADDRESS: 43 Indian Meadow Road, New Hartford CT 06057 DESCRIPTION: Investment Advisor Rep I have been an advisor rep with Investacorp for many years. Not sure of beginning date. Before that we had our own RIA

Exams

• S66 Uniform Combined State Law Examination
  2006-05-31
• S63 Uniform Securities Agent State Law Examination
  1995-08-18

Other Names

• Liz Greak