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Gary Sanford Zink

Osaic Wealth, Inc.

Shrub Oak, NY

CRD 1086606

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-26
FL RA APPROVED 2009-04-08
CT RA APPROVED 2009-04-01
NJ RA APPROVED 2009-04-01
  • NY RA
    APPROVED
    Since 2021-04-26
  • FL RA
    APPROVED
    Since 2009-04-08
  • CT RA
    APPROVED
    Since 2009-04-01
  • NJ RA
    APPROVED
    Since 2009-04-01

Branch Locations

Shrub Oak, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Pension Advisors Inc Shrub Oak NY 01/1989 Present
Royal Alliance Associates, Inc. New York NY 08/2004 Present
  • 01/1989 → Present
    American Pension Advisors Inc
    Shrub Oak, NY
  • 08/2004 → Present
    Royal Alliance Associates, Inc.
    New York, NY
Previous Registrations
Other Businesses

1. GARY ZINK POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/09/1981 ADDRESS: 1478 Iroquois Street, Shrub Oak NY 10588 DESCRIPTION: Agent 2. AMERICAN PENSION ADVISORS, INC. POSITION: President NATURE: C Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2015 ADDRESS: 1478 Iroquois Street, Shrub Oak NY 10588 DESCRIPTION: Third Party Administration Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-30
S63 Uniform Securities Agent State Law Examination 1987-11-05
  • S65 Uniform Investment Adviser Law Examination
    1999-10-30
  • S63 Uniform Securities Agent State Law Examination
    1987-11-05
Designations
  • Certified Financial Planner
Other Names
  • Gary Zinkofsky

View on SEC IAPD

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