William Andrew Doukas

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

• 07/1995 → Present
  David Irwin And Assoc
  Grover Beach, CA
• 01/1996 → Present
  Osaic Wealth, Inc.
  Grover Beach, CA

Other Businesses

1) IRWIN & ASSOCIATES, INC. , 310 JAMES WAY, SUITE 120 PISMO BEACH, CA 93449, INVESTMENT RELATED, OFFICE MANAGER STARTED 07/05/1995 SPEND 80 HRS A MONTH ALL DURING TRADING HOURS. I CONDUCT PAYROLL, COMPLIANCE, RESEARCH, GENARAL BUSINESS DUTIES. 2) INSURACE POSITION: Advisor NATURE: All insurance done through Advisor Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/14/2020 ADDRESS: 310 James Way, Suite 120, Pismo Beach CA 93449, United States DESCRIPTION: Life Insurance, legacy annuities, Long term care 3) WEST COAST & CAL POLY RUGBY POSITION: Other - Non Paid Coach NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 4755 Snapdragon, San Luis Obispo CA 93401, United States DESCRIPTION: Rugby Coach and Event Coordinator & Director 4) ESH ENTERPRISES & WEST COAST SEVENS POSITION: CFO NATURE: Corp Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 310 James Way, Pismo Beach CA 93449, United States DESCRIPTION: Event Coordinator & Director of youth sports for a non-profit, and cfo

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-08
• S63 Uniform Securities Agent State Law Examination
  1996-03-22