Daniel Nathan Saxe

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

• 09/2005 → 10/2024
  American Portfolios Financial Services
  Jericho, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2005-09-28 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. DANIEL N. SAXE, INCOME TAX, INC. POSITION: President NATURE: TAX PREP FOR PERSONAL AND CORP TAX RETURNS, BOOKKEEPING & TAX ADVICE INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/15/1993 ADDRESS: 500 Bi-County Blvd, Suite 202N, Farmingdale NY 11735, United States DESCRIPTION: Review input of tax return information. Review input of Quickbooks entries. Consult with clients on their tax responsibilities and how to lessen any tax liabilities they may incur. 2. RETIRED POLICE ASSOC OF THE STATE OF NY POSITION: Treasurer NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2012 ADDRESS: 1 Old Country Road, Suite 276, Carle Place NY 11514, United States DESCRIPTION: Maintain books and records for the bank account, prepare 1099's for raffle winners. Prepare paperwork for PKF O'Connor Davies so that they can produce the tax return.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-23
• S63 Uniform Securities Agent State Law Examination
  1996-02-29

Designations

• Certified Financial Planner