Matthew Joseph Wyant

Current Employers

Employment History

• 05/2023 → 06/2024
  Securities America, Inc.
  Newburgh, NY
• 02/2021 → 02/2026
  Shmucks Llc
  Beacon, NY
• 11/2020 → Present
  Valley Pro Services
  Beacon, NY
• 05/2022 → 12/2022
  Focused Wealth Management
  Beacon, NY
• 04/2013 → 05/2022
  Student
  Newburgh, NY
• 12/2022 → 09/2023
  Focused Wealth Management, Inc.
  Newburgh, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newburgh, NY
• 09/2023 → Present
  Focused Wealth Management, Inc.
  Newburgh, NY

Other Businesses

(1) Name of Business: Valley Pro Services LLC Investment Related? No Address: 4 Belleford Lane, Beacon, NY 12508 Nature of Business: Residential and Commercial Painting Company Position/Title: Partner/ Accounting Manager Start Date: 11/06/2020 Hours/Month Devoted: 10 Hours during trading hours: 0 Brief Description: I am in charge of managing the books of the business. I pay our vendors, record transactions, manage accounts receivable/payable etc. I approve payments and approve estimates for projects. I run financial reports and help prepare tax documents. All of this is done over the weekend not during trading hours. (2) Name of Business: Focused Wealth Management, Inc. Investment Related? Yes Address: Newburgh, New York Nature of Business: Investment Advisor Position/Title: Investment Adviser Representative/Investment Associate Start Date: 12/2022 Hours/Month Devoted: 180 Hours during trading hours: 130 Brief Description of duties: Responsible for buying and selling securities as directed by portfolio managers and advisers. Also perform research and analysis and manages investment options. Provides information to professional staff on managers, advisory service products, investment selection, suitability guidelines, and reporting decisions.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-24