Best Investors Account Sign in

Zachary A Fallas

Osaic Wealth, Inc.

Encino, CA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-04
  • CA RA
    APPROVED
    Since 2026-03-04

Branch Locations

15821 Ventura Boulevard Suite 660, Encino, CA 91436 • 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
Morgan Stanley Beverly Hills CA 07/2022 03/2026
Nwf Advisory Group Los Angeles CA 02/2022 06/2022
Barry's Tickets Calabasas CA 06/2019 09/2020
Westco Chemicals North Hollywood CA 06/2018 09/2018
University Of Oregon Euguene OR 09/2018 12/2019
Chapman University Orange CA 01/2020 05/2022
Detoledo High School West Hills CA 08/2014 07/2018
Osaic Wealth, Inc. Encino CA 03/2026 Present
  • 07/2022 → 03/2026
    Morgan Stanley
    Beverly Hills, CA
  • 02/2022 → 06/2022
    Nwf Advisory Group
    Los Angeles, CA
  • 06/2019 → 09/2020
    Barry's Tickets
    Calabasas, CA
  • 06/2018 → 09/2018
    Westco Chemicals
    North Hollywood, CA
  • 09/2018 → 12/2019
    University Of Oregon
    Euguene, OR
  • 01/2020 → 05/2022
    Chapman University
    Orange, CA
  • 08/2014 → 07/2018
    Detoledo High School
    West Hills, CA
  • 03/2026 → Present
    Osaic Wealth, Inc.
    Encino, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-30
S63 Uniform Securities Agent State Law Examination 2024-04-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-30
  • S63 Uniform Securities Agent State Law Examination
    2024-04-30

View on SEC IAPD

Other Firms

GOODSTEIN WEALTH MANAGEMENT LLC
PORTFOLIO DESIGN LABS, LLC
WILLNER & HELLER LLC
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES
FINANCIAL PLANNING FOR GENERATIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Other Investors

Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas
KENNETH LEE WILLNER
Miles Kenneth Rader
MATTHEW DAVID HELLER
Alexander Paul Tuckman
MATTHEW MILLER DAVIS

Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

More in Encino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor