Alix Brooke Gollomp

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

• 11/2017 → 12/2018
  Morgan Stanley Smith Barney Llc
  New York, NY
• 08/2017 → 11/2017
  Yelp
  New York, NY
• 08/2013 → 05/2017
  University Of Maryland, College Park
  College Park, MD
• 01/2019 → 08/2019
  Ubs Financial Services, Inc.
  New York, NY
• 08/2019 → 11/2023
  Morgan Stanley Smith Barney Llc
  New York, NY
• 09/2019 → 11/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2023 → Present
  Osaic
  New York, NY

Previous Registrations

• 2019-08-22 → 2023-12-01
  Morgan Stanley
  New York, NY
  New York, NY
• 2019-08-07 → 2019-08-20
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

PARK AVENUE FINANCIAL ADVISORS POSITION: Senior Client Manager NATURE: Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/28/2023 ADDRESS: 136 Madison Avenue, 6th Floor, New York NY 10016, United States DESCRIPTION: This is my current job through Osaic but I am being paid through JustWorks

Exams

• S66 Uniform Combined State Law Examination
  2019-08-07

Other Names

• Alix Brooke Gollomp
• Alix Gollomp