Gary Robert Sax

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

• 08/2012 → 07/2020
  Investacorp Inc
  Miami, FL
• 08/2012 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Wesley Chapel, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Wesley Chapel, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wesley Chapel, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wesley Chapel, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Wesley Chapel, FL
• 2012-09-06 → 2020-07-17
  Investacorp Advisory Services Inc
  Wesley Chapel, FL
  Wesley Chapel, FL
• 2010-02-23 → 2012-09-05
  Kestra Investment Services, Llc
  Tampa, FL
  Austin, TX
  Tampa, FL
• 2009-10-05 → 2010-02-03
  Grove Point Investments, Llc
  Rockville, MD
  Wesley Chapel, FL

Other Businesses

SAX FINANCIAL, INC. POSITION: president NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2020 ADDRESS: 27512 Water Ash Dr., Wesley Chapel FL 33544, United States DESCRIPTION: Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-09
• S63 Uniform Securities Agent State Law Examination
  2001-12-19

Other Names

• Gary R Sax