Matthew James Barbis

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

• 08/1994 → 12/2018
  Royal Alliance Associates, Inc.
  Islandia, NY
• 08/1994 → Present
  Matthew J. Barbis Financial
  Ronkonkoma, NY
• 09/2000 → Present
  Matthew Barbis & Co.
  Ronkonkoma, NY
• 04/2004 → 12/2018
  Creative Wealth Management, Llc
  Islandia, NY
• 06/2006 → 12/2018
  Select Benefits Inc.
  Islandia, NY
• 12/2018 → 01/2024
  Lpl Financial, Llc
  Hauppauge, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hauppauge, NY

Previous Registrations

• 2019-02-08 → 2024-01-31
  Lpl Financial Llc
  Hauppauge, NY
  Fort Mill, SC
  Hauppauge, NY

Other Businesses

1. ST. JOSEPH'S COLLEGE BOARD OF TRUSTEES POSITION: Trustee NATURE: College that provides undergraduate, graduate and certificate education. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 155 West Roe Blvd, Patchogue NY 11772, United States DESCRIPTION: Oversee and provide guidance for the direction and policy of the college. 2. MATTHEW BARBIS POSITION: Other - agent NATURE: S Corp Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1994 ADDRESS: 150 Motor Parkway, Suite 101, Hauppauge NY 11788, United States DESCRIPTION: life insurance long term care insurance 3. THE SACHEM EDUCATION FOUNDATION POSITION: Vice President NATURE: Corporation filing for 501c3 status INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2024 ADDRESS: 61 Lafayette Avenue, Lake Grove NY 11755, United States DESCRIPTION: provide guidance on fundraising activities, no checkwriting authorization, provide policy and procedure, review funding prospects, part of 13 member committee that award grants. 4. THE ROSE BRUCIA EDUCATIONAL FOUNDATION POSITION: Board Member/President/Executive Director NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 3 START DATE: 12/10/2004 ADDRESS: 150 Motor Parkway, Suite 101, Hauppauge, NY 11788 DESCRIPTION: All operations and performances. 5. STRATEGIC TAX PLANNING SERVICES LLC POSITION: tax preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 150 Motor Parkway, Suite 101, Hauppauge NY 11788, United States DESCRIPTION: prepare personal tax returns

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-10