Mitchell Kevin Foster

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

• 04/1974 → 11/2018
  Jhfn Signator Investors, Inc.
  Mellville, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Melville, NY

Previous Registrations

• 2014-10-27 → 2018-11-02
  Signator Investors, Inc.
  Westbury, NY
  Lake Sucess, NY
  Melville, NY

Other Businesses

1. MITCHELL FOSTER - INSURANCE BROKER POSITION: Insurance Broker NATURE: SoleProprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sales + Service for Fixed Insurance Business 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/12/2008 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Investment Advisor Representative for Lighthouse Financial Network, LLC an independent firm of Osaic Wealth Inc. 3. YOKUN BROOK CONDOMINIUM ASSOCIATION POSITION: Trustee NATURE: Trustee of the Home Owners Association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: Yokun Brook Drive, Lenox MA 01240, United States DESCRIPTION: We are an HOA of 11 Homes. Everyone in the association has a vote at general meetings. There are three trustees that have additional management duties for the upkeep and maintenance of the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-29