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Michael Scott Silverstein

Osaic Wealth, Inc.

Pittsford, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-30
FL RA APPROVED 2023-11-03
NY RA APPROVED 2023-11-03
TX RA APPROVED_RES 2023-11-03
  • NC RA
    APPROVED
    Since 2024-09-30
  • FL RA
    APPROVED
    Since 2023-11-03
  • NY RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED_RES
    Since 2023-11-03

Branch Locations

1159 Pittsford-Victor Rd Suite 230, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. West Henrietta NY 03/2012 12/2016
Fsc Securities Corp Atlanta GA 12/2016 11/2023
Osaic Wealth, Inc. Pittsford NY 11/2023 Present
  • 03/2012 → 12/2016
    Cadaret, Grant & Co., Inc.
    West Henrietta, NY
  • 12/2016 → 11/2023
    Fsc Securities Corp
    Atlanta, GA
  • 11/2023 → Present
    Pittsford, NY
Previous Registrations
  • 2016-12-01 → 2023-11-03
    Fsc Securities Corporation
    West Henrietta, NY
    Orchard Park, NY
    Fairport, NY
    West Henrietta, NY
    Fairport, NY
    Pittsford, NY
  • 2012-03-15 → 2016-12-01
    Cadaret, Grant & Co., Inc.
    West Henrietta, NY
    West Henrietta, NY
  • 2007-12-14 → 2012-03-09
    Rochester, NY
    Rochester, NY
    Rochester, NY
    Rochester, NY
    Avon, NY
    Geneseo, NY
    Rochester, NY
    Rochester, NY
    Attica, NY
    Batavia, NY
  • 2007-04-02 → 2007-12-10
    Morgan Stanley & Co. Llc
    Rochester, NY
  • 2006-07-26 → 2007-04-02
    Morgan Stanley Dw Inc.
    Rochester, NY
Other Businesses

1) JEWISH FEDERATION OF GREATER ROCHESTER POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2016 ADDRESS: 441 East Ave, Rochester NY 14607 DESCRIPTION: As a board member of this non-profit, I am expected to help guide decisions about the direction of the organization. 2) MICHAEL SILVERSTEIN POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2017 ADDRESS: 1159 Pittsford-Victor Rd, Suite 160, Suite 160, PITTSFORD NY 14534, United States DESCRIPTION: Utilize insurance products for appropriate clients 3) GABSHIR LLC POSITION: Member NATURE: GabShir is an LLC that intends to purchase and rent waterfront real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2023 ADDRESS: 3899 Clover Street, Honeoye Falls NY 14472, United States DESCRIPTION: I am the sole member of the LLC and will be responsible for the purchase of property. It is my intention to use a property management company to maintain any property(s).My only expectation for compensation is profits above and beyond my expenses. 4) FREEDOM FINANCIAL PLANNING POSITION: Senior Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2013 ADDRESS: 1159 Pittsford-Victor Rd, Suite 160, Suite 160, PITTSFORD NY 14534, United States DESCRIPTION: Insurance sales, agent, start 2006, non-investment related, sell life, health, and LTC products with various companies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-30
  • S66 Uniform Combined State Law Examination
    2006-06-30
Other Names
  • Michael S. Silverstein

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