Michael David Chernoff

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

• 09/1984 → Present
  Iat Incorporated
  Tampa, FL
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Tampa, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Tampa, FL

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Tampa, FL
• 1997-10-01 → 2008-10-31
  American General Securities Incorporated
  Tampa, FL

Other Businesses

1. MICHAEL DAVID CHERNOFF POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1986 ADDRESS: 8548 N Dale Mabry Hwy, Ste. 2A, Tampa FL 33614, United States DESCRIPTION: Collect Rents 2. INSURANCE AND TRUST POSITION: AGENT NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/11/2026 ADDRESS: 8548 N Dale Mabry Hwy, Ste. 2A, Tampa FL 33614, United States DESCRIPTION: Insurance Sales Property and Casualty 3. IAT WEALTH PARTNERS POSITION: Marketing and branding under this DBA name N/A NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/11/2026 ADDRESS: 8548 N Dale Mabry Hwy, Suite 2-A, Tampa FL 33614, United States DESCRIPTION: Marketing and branding under this DBA name

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-25
• S63 Uniform Securities Agent State Law Examination
  1994-02-15