Linda Benlevy

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 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → 03/2018
  Cetera Advisors Llc
  Denver, CO
• 03/2018 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-04-20 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) Como Wealth Management Corp - BROKER; FIXED LIFE INSURANCE & ANNUITY BUSINESS VARIOUS INSURANCE PRODUCTS. DEVOTES TBD HRS PER MONTH; TBS HRS DURING MARKET HRS. START DATE: 01/2021. 2) COMO WEALTH MANAGEMENT CORP POSITION: owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 67 Hudson St, Suite 3D, New York NY 10013, United States DESCRIPTION: Financial advise to clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-05-30

Other Names

• Linda Frajollah
• Linda Farajollah