Eugene Skic

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

• 04/2005 → 06/2024
  Securities America, Inc.
  Webster, NY
• 05/2005 → 06/2024
  Securities America Advisors, Inc.
  Webster, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Webster, NY

Previous Registrations

• 2021-08-12 → 2024-06-14
  Securities America Advisors, Inc.
  Rochester, NY
  Webster, NY
• 2004-07-23 → 2005-05-12
  Mony Securities Corporation
  Rochester, NY

Other Businesses

1. EUGENE SKIC POSITION: agent NATURE: Eugene Skic Insurance Agent/Broker, sales of Life and Health Insurance, Annuities, MetLife, Principal, Excellus, Genworth, Aetna, National Integrity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2005 ADDRESS: 60 Barrett Drive, Webster NY 14580 DESCRIPTION: Sales and service of life &health insurance and annuities. 2. EMERALD FINANCIAL SERVICES POSITION: rep NATURE: New SA branch office for me. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/01/2022 ADDRESS: 60 Barrett Dr., Ste. G, Webster NY 14580 DESCRIPTION: Provide investment advice and financial planning. 3. SKIC POSITION: agent NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2005 ADDRESS: 11 E Main St, Webster NY 14580, United States DESCRIPTION: Sales and service of life &health insurance and annuities. 4. EMERALD FINANCIAL SERVICES POSITION: rep NATURE: New SA branch office for me. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/01/2022 ADDRESS: 11 E Main St, Ste. G, Webster NY 14580, United States DESCRIPTION: Provide investment advice and financial planning. 5. LIFETIME BENEFIT SERVICES POSITION: broker NATURE: Corporation. Administers HRA, FSA and COBRA accounts for businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2025 ADDRESS: 333 Butternut Drive, Syracuse NY 13214, United States DESCRIPTION: I introduced client to LBS. I facilitate establishment of the program by maintaining communication between the parties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-08
• S63 Uniform Securities Agent State Law Examination
  1989-06-27