William Norman Hytner

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

• 10/2017 → Present
  Royal Alliance
  Hauppauge, NY
• 12/2003 → 10/2017
  National Planning Corporation
  Smithtown, NY

Previous Registrations

• 2004-08-03 → 2017-10-23
  National Planning Corporation
  Smithtown, NY
  Hauppauge, NY
  Deer Park, NY
  Smithtown, NY

Other Businesses

1. WILLIAM HYTNER POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1996 ADDRESS: 14 Bark Court, Deer Park NY 11729, United States DESCRIPTION: Maintain insurance license for purpose of Variable Annuity and Variable Life. 2. HYTNER FAMILY INSURANCE TRUST POSITION: trustee NATURE: Insurance trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/22/2007 ADDRESS: 14 Bark Court, Deer Park NY 11729, United States DESCRIPTION: Paying premiums and investment advice 3. WEALTH PRESERVATION GROUP POSITION: owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/18/1994 ADDRESS: 14 Bark Court, Deer Park NY 11729, United States DESCRIPTION: Financial Planning, Estate Planning, Investment Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-27
• S63 Uniform Securities Agent State Law Examination
  1994-07-19

Designations

• Certified Financial Planner