Stewart Caesar

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

• 02/2004 → 10/2024
  American Portfolios Financial Services, Inc
  Red Bank, NJ
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2004-07-12 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. RETIREMENT RESOURCE NETWORK; FINANCIAL PLANNING, INSURANCE. IS SECURITES RELATED AND STARTED 4/2004. OWNER 100%, DEVOTES 200 HRS PER MONTH; 160 HRS DURING MARKET HRS. 11/28/12 Stewart Caesar - Life and Health Insurance, not investment related. Start date 1982, 100% ownership, 5 hours devoted per month. 2. STEWART CAESAR POSITION: Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/04/1986 ADDRESS: 79 Nathaniel Road, Southampton PA 18966, United States DESCRIPTION: Client management; writing life, health, LTC policies

Exams

• S66 Uniform Combined State Law Examination
  2004-07-06

Designations

• Certified Financial Planner