Michael Anthony Darany

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

• 04/2012 → 01/2024
  Woodbury Financial Services, Inc.
  Tustin, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Costa Mesa, CA

Previous Registrations

• 2012-04-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Costa Mesa, CA
  Tustin, CA
  Costa Mesa, CA
  Tustin, CA
• 2008-12-16 → 2012-04-12
  Next Financial Group, Inc.
  Newport Beach, CA
  Tustin, CA
• 2003-02-03 → 2008-12-26
  Summit Financial Group Inc
  Tustin, CA

Other Businesses

1.) MICHAEL DARANY. TUSTIN, CA. FULL SERVICE LIFE, HEALTH, AND DISABILITY AGENCY. 80 HOURS/MONTH. START DATE: 01/1968. NON SECURITIES RELATED. 2.) MICHAEL DARANY TUSTIN, CA. PREPARATION OF FORMS TO APPLY FOR MORTGAGE. START DATE: 1/1968. NON-SECURITIES RELATED. 3.) MICHAEL DARANY TUSTIN, CA. ASSITING IN THE PREPARATION OF ATTAINING REAL ESTATE. START DATE: 01/1972. NON SECURITIES RELATED. 4.) MICHAEL DARANY TUSTIN, CA. TRAINING PEOPLE IN THE OFFICE. 40 HOURS/MONTH NON SECURITIES RELATED. 5.) MICHAEL A. DARANY, CFP, EA, NTPIFELLOW POSITION: TAX PROFESSIONAL NATURE: SOLE PROPRIETOR INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 80 START DATE: 02/01/1997 ADDRESS: 3070 BRISTOL, SUITE 500, COSTA MESA CA 92626, United States DESCRIPTION: I am a Comprehensive Financial Planner/Tax Professional providing those related service's 6.) MICHAEL A DARANY, CFP, EA, NTPI POSITION: CFP, EA, NTPI NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/16/1986 ADDRESS: 3070 Bristol, Suite 500, Costa Mesa CA 92626, United States DESCRIPTION: I AM AND HAVE ALWAYS BEEN AC OMPREHENSIVE FINANCIAL PLANNING PROFESSIONAL; ENROLLED AGENT; LIFE, HEALTH, DISABILITY PROFESSIONAL, FOR FEE AND OR COMMISSION DEPENDING UPON THE ENGAGEMENT SUBJECT TO A FINANCIAL PLANNING ENGAGEMENT CONTRACT THAT HAS PREVIOUSLY BEEN APPROVED BY THE COMPANY BEFORE I HAD EVER CAME ABOARD AS PART OF MY AGREEMENT IN JOINING WOODBURY FINANCIAL SERVICES. 7) MICHAEL A. DARANY, CFP, EA, NTPIFELLOW POSITION: SOLE PROPRIETOR NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/28/1968 ADDRESS: 3070 Bristol, Suite 500, Costa Mesa CA 92626, United States DESCRIPTION: I operate my practice as a Comprehensive Financial Planner; (CFP, as my primary activity which include securities and insurance activity ultimately from the results of Comprehensive Financial Planning analysis and recommendations. Included in those activity is Enrolled Agent Services where necessary as I am not always the directly responsible Tax Advisor for filing Taxes but most of time I am.I contribute to the service of any new mortage for my client when needed and from our analysis where a new mortgage may be in order.When necessary, I assist in Real Estate transactions; to find a home and business property; or investment property. All of this, within the realm of CFP/EA activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-01-16

Designations

• Certified Financial Planner