Glenn Lewis Shaikun

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

• 08/1994 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Williamsville, NY
• 07/2020 → 06/2024
  Securities America Advisors
  Williamsville, NY
• 08/1994 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Williamsville, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Williamsville, NY

Previous Registrations

• 2021-08-10 → 2024-06-14
  Securities America Advisors, Inc.
  Williamsville, NY

Other Businesses

SAA - ADVISORY POSITION: Investment Advisory Services NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2012 ADDRESS: 388 Evans Street, Williamsville NY 14221 DESCRIPTION: Advisory INSURANCE POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/1994 ADDRESS: 388 Evans Street, Williamsville NY 14221 DESCRIPTION: Insurance DBA - Financial Education Resources

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-10-31

Designations

• Certified Financial Planner

Other Names

• Glenn Shaikun
• Glenn L Shaikun