Phyllis Jo Kubey

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

• 01/1989 → Present
  Phyllis Jo Kubey (Self-Employed)
  New York, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-01-04 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

President, New York State Society of Enrolled Agents (NYSSEA) Professional Membership Organization (October 2020-present) - 6-8 hours/week - not investment-related Director/Officer (Vice President since 11/2021) Voices of Ascension Nonprofit Board of Directors (January 2019-present) - 1-3 hours/week - not investment-related Self-employed musician/singer (semi-retired) 1-2 hours/week - not investment-related Self-employed Teacher of the Alexander Technique 3-4 hours/week - not investment-related