Seth Karasin

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

• 04/2013 → 04/2019
  Pruco Securities Llc
  Melville, NY
• 04/2013 → 04/2019
  The Prudential Insurance Company Of America
  Melville, NY
• 04/2019 → 09/2022
  Popular Bank
  New York, NY
• 04/2019 → 09/2022
  Infinex Investments, Inc.
  Meriden, CT
• 09/2022 → 04/2025
  Bny Mellon Securities Corporation
  Uniondale, NY
• 04/2025 → Present
  Osaic Wealth, Inc.
  Uniondale, NY

Previous Registrations

• 2022-09-26 → 2025-04-04
  Bny Mellon Securities Corporation
  Uniondale, NY
  Wantagh, NY
• 2019-05-02 → 2022-09-06
  Osaic Institutions, Inc.
  New York, NY
  New York, NY
  Brooklyn, NY
  New York, NY
  New York, NY
  Forest Hills, NY
  Brooklyn, NY

Other Businesses

1. Owner at Big Sexy LLC, DBA C & S Marine LI. (Marine Mechanic) located at 1877 Oakland Ave, Wantagh, NY, 11793. Working for 20 hours per month since April 2024. No hours devoted to this outside business during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-12
• S63 Uniform Securities Agent State Law Examination
  2013-05-31

Other Names

• Seth Brandon Karasin