Gary Coley Meyerer

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

• 01/2009 → 11/2017
  National Planning Corporation
  New City, NY
• 11/2017 → 06/2024
  Securities America, Inc.
  New City, NY
• 11/2017 → 06/2024
  Securities America Advisors
  New City, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  New City, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  New City, NY

Previous Registrations

• 2017-11-01 → 2024-06-14
  Securities America Advisors, Inc.
  New City, NY
• 2016-06-15 → 2017-11-09
  National Planning Corporation
  New York, NY
  Ramsey, NJ
  New City, NY
• 2009-01-21 → 2016-06-10
  Key Group Management, Inc.
  Ramsey, NJ
• 2007-03-15 → 2009-01-29
  Osaic Wealth, Inc.
  Yonkers, NY

Other Businesses

1. Securities America Advisors Position: Advisor Nature: Financial Advisor Investment Related: No Hours: 40 Securities Trading Hours: 26 Start Date: 10/31/2017 Address: 17 INVERNESS DR, NEW CITY NY 10956 2. INSURANCE AGENT POSITION: insurance agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 17 Inverness Dr, New City NY 10956 DESCRIPTION: Life and variable insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-13
• S63 Uniform Securities Agent State Law Examination
  1981-05-20

Other Names

• Gary C Meyerer