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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-08 |
| OH | RA | APPROVED | 2025-05-08 |
| MA | RA | APPROVED | 2025-03-07 |
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| HI | RA | APPROVED | 2024-10-11 |
| LA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| UT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
700 Veterans Memorial Hwy Suite 307, Hauppauge, NY 11788 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Tax Advisors, Llc | East Meadow | NY | 12/2002 | Present |
| American Portfolios | Hauppauge | NY | 03/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1)INSURANCE - INSURANCE SALES IS NON SECURITIES RELATED STARTED IN OCT 2003. LIFE & LTC SALES DEVOTES 5 HRS PER MONTH; 2 HRS DURING MARKET HRS. 2)PINNACLE TAX ADVISORS POSITION: PARTNER NATURE: INCOME TAX & ACCOUNTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 50 START DATE: 03/01/2003 ADDRESS: 700 Veterans Memorial Hwy Suit, Hauppauge NY 11788, United States DESCRIPTION: INCOME TAX & ACCOUNTING SERVICES 3)SOUND CONSULTANT POSITION: coach NATURE: BUSINESS AND LIFE COACH INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 700 Veterans Memorial Hwy Suite 307, HAUPPAUGE NY 11788, United States DESCRIPTION: Life Coach 4) PREEMO PRODUCTIONS LLC POSITION: MEMBER NATURE: ROCK CONCERT MUSIC PRODUCTION INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2015 ADDRESS: 700 Veterans Memorial Hwy Suite 307, Hauppauge NY 11788, United States DESCRIPTION: Tribute Band Promotion and Production 5) CARE DESIGNS NEW YORK- CARE MANAGEMENT SERVICES FOR CHILDREN AND ADULTS WITH IDD INTELLECTUAL OR DEVELOPMENT DISABILITIES. SECURITIES RELATED NO START DATE 6/2019 BOARD MEMBER RR'S ACTIVITY POSITION AND % OWNERSHIP HOURS DEVOTED PER MONTH-3 HOURS EVENINGS HOURS DEVOTED TO DURING MARKET HOURS-ZERO 6) UCP OF LONG ISLAND POSITION: Board Chair NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 250 Marcus Ave, Hauppauge NY 11788, United States DESCRIPTION: Board member for UCP of LI 7) PINNACLE TAXX ADVISORS POSITION: Agent NATURE: INSURANCE - INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2003 ADDRESS: 700 Veterans Memorial Hwy Suit, Hauppauge NY 11788, United States DESCRIPTION: Insurance Sales and Service 8) FIXED INSURANCE POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2003 ADDRESS: 700 Veterans Memorial Hwy Suite 307, Hauppauge NY 11788, United States DESCRIPTION: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-27 |
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