Ari David Zaretsky

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

• 12/2004 → 11/2018
  Jhfn Sii
  Westbury, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Melville, NY

Other Businesses

1. INSURANCE BROKER - ARI ZARETSKY POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 75 START DATE: 01/01/2004 ADDRESS: 575 Broadhollow Rd., Melville NY 11747, United States DESCRIPTION: Sales + solicitation of fixed insurance business 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/02/2015 ADDRESS: 575 Broadhollow Rd., MELVILLE NY 11747, United States DESCRIPTION: Investment Advisor Representative for Lighthouse Financial Network, LLC an independent firm of Osaic Wealth Inc. 3. LFN BROKERAGE, A DIVISION OF LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Manager NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/05/2023 ADDRESS: 575 BROADHOLLOW RD, MELVILLE NY 11747-5009, United States DESCRIPTION: Manager for: LFN Brokerage, A Division of Lighthouse Financial Network, LLC which is used as an insurance agency for fixed insurance and outside brokers?

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-21