William J Senzer

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

• 08/2005 → 12/2021
  Royal Alliance Associates
  Paramus, NJ
• 12/2021 → 05/2025
  Lpl Financial Llc
  Old Tappan, NJ
• 05/2025 → Present
  Osaic
  Old Tappan, NJ

Previous Registrations

• 2021-12-20 → 2025-06-03
  Lpl Financial Llc
  Old Tappan, NJ
  Fort Mill, SC
  Old Tappan, NJ
• 2005-08-23 → 2021-12-15
  Osaic Wealth, Inc.
  Paramus, NJ
  Old Tappan, NJ
• 2002-07-15 → 2005-08-29
  Morgan Stanley Dw Inc.
  Ridgewood, NJ

Other Businesses

1. GARDEN STATE CAPITAL INVESTMENTS, LLC POSITION: advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/15/2007 ADDRESS: 183 Old Tappan Road, Old Tappan NJ 07675, United States DESCRIPTION: Business Entity 2. INSURANCE POSITION: advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2007 ADDRESS: 183 Old Tappan Road, Old Tappan NJ 07675, United States DESCRIPTION: Sale of Insurance Products 3. SEN CO LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 42-11 Williams Street, Fair Lawn NJ 07410, United States DESCRIPTION: created an LLC to do construction work. I do not collect any compensation at this time

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-12-14

Other Names

• William Jeffrey Senzer