Gary Stephen Radler

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

• 10/2004 → Present
  Radler Retirement Strategies, Llc
  Farmington, CT
• 04/2006 → 11/2017
  National Planning Corporation
  Farmington, CT
• 11/2017 → 06/2024
  Securities America, Inc.
  Newington, CT
• 11/2017 → 06/2024
  Securities America Advisors
  Newington, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newington, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newington, CT

Previous Registrations

• 2017-11-07 → 2024-06-14
  Securities America Advisors, Inc.
  West Hartford, CT
  Newington, CT
• 2006-05-03 → 2017-11-10
  National Planning Corporation
  South Windsor, CT
  Farmington, CT
  West Hartford, CT
• 2004-11-02 → 2006-04-26
  Osaic Fa, Inc.
  Farmington, CT
  Hartford, CT
  Farmington, CT
• 2000-10-19 → 2004-08-04
  Briggs Wealth Management, Inc.
  Glastonbury, CT

Other Businesses

1. JPG PARTNERS, LLC POSITION: partner NATURE: Own apartments and rent to tenants INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2009 ADDRESS: 110 Court Street, Cromwell CT 06416, United States DESCRIPTION: I have no duties ... my partner is a developer and he handles all duties 2. FIXED INSURANCE POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 12/31/1976 ADDRESS: 58 barkledge drive newington ct, West Hartford CT 06107, United States DESCRIPTION: Offering Fixed Insurance products to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1983-06-09

Designations

• Chartered Financial Consultant

Other Names

• Gary S Radler