Barbara Ann Comer

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

• 01/1989 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 01/1993 → Present
  Comer & Greak Financial Consultants
  New Haven, CT
• 06/2007 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 06/2007 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  New Hartford, CT
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  New Hartford, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Hartford, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Hartford, CT

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  New Hartford, CT
• 2007-08-08 → 2020-07-17
  Investacorp Advisory Services Inc
  Manchester Ctr, VT
  New Hartford, CT
• 1993-03-24 → 2014-11-20
  Comer & Greak Financial Consultants
  Manchester Ctr, VT

Other Businesses

1) Comer and Greak Financial Consultants, Investment Related, Conducted from 43 Indian Meadow Road, New Hardford, CT 06057. The nature of the Outside Business Activity (OBA) is DBA, my position in the organization is licensed sales assistant. 01/2015 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 0 hours are devoted to the other business during securities trading hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-02-19

Designations

• Certified Financial Planner