Best Investors
Account
Sign in
Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Suffern | NY | 05/1988 | 11/2023 |
| Maxine Hyrkas & Associates | Suffern | NY | 05/1988 | Present |
| Hyrkas Financial Services | Suffern | NY | 05/1988 | 02/2023 |
| Osaic Wealth, Inc. | Suffern | NY | 11/2023 | Present |
1) MAXINE J HYRKAS - INSURANCE POSITION: servicing NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/15/1986 ADDRESS: 209 Spook Rock Rd, Suffern NY 10901, United States DESCRIPTION: Servicing existing client accounts owning variable annuities 2) Maxine Hyrkas & Associates, Inc POSITION: President: Officer/Director NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/1986 ADDRESS: 209 Spook Rock Rd, Suffern NY 10901, United States DESCRIPTION: Please provide a description of your duties: Managing business end of investment advisory business. Income from securities related business are transferred to corporation to pay bills and staff. The business has been managed this way for 30 years.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-06 |
Reach out to this advisor