Steven Wayne Fenyves

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

• 11/2005 → 06/2024
  Securities America, Inc
  Boca Raton, FL
• 11/2005 → 06/2024
  Securities America Advisors Inc
  Boca Raton, FL
• 10/2004 → Present
  Valued Wealth Management Inc
  Boca Raton, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Boca Raton, FL

Previous Registrations

• 2005-12-05 → 2024-06-14
  Securities America Advisors, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2004-10-19 → 2005-11-28
  Valmark Advisers, Inc.
  Boca Raton, FL
• 2003-06-27 → 2004-09-30
  Investments By Planners, Inc.

Other Businesses

1. FLORIDA CHAPTER OF THE U.S. HOLOCAUST MEMORIAL MUSEUM PROFESSIONAL ACTION COMMITTEE POSITION: volunteer NATURE: I am a member of the Florida Chapter of the Business Professional Action Committee for the U.S. Holocaust Memorial Museum. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 100 Raoul Wallenberg PlaceW, SW, Washington DC 20024-2126 DESCRIPTION: Meet several times a year to be educated about what the Museum is doing. 2. VALUED WEALTH MANAGEMENT, INC. POSITION: President/ CFP NATURE: SAA Rep INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2006 ADDRESS: 5255 N FEDERAL HIGHWAY, SUITE 330, BOCA RATON FL 33487 DESCRIPTION: Investment advisory using SAA or other approved platforms 3. STEVEN FENYVES POSITION: Successor Trustee/POA/Executor NATURE: A long-time friend asked me to be his POA and successor Trustee, should he become incapacitated or pass away. I will also be executor of his estate and his health care proxy. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2020 ADDRESS: 12246 Rockledge Circle, BOCA RATON FL 33428 DESCRIPTION: None, unless Mr. Epstein becomes incapacitated or passes away. 4. STEVEN FENYVES POSITION: planner/salesperson NATURE: VALUED WEALTH MANAGEMENT INC. - INSURANCE SALES - AGENT - INVESTMENT REALTED - START DATE: 09/2004 - LOCATED AT 5255 N.Federal Hwy., SUITE 330, BOCA RATON, FL 33487 - TIME SPENT: 5% INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2004 ADDRESS: 5255 N. Federal Highway, Suite 330, Boca raton FL 33487, United States DESCRIPTION: fixed and equity indexed annuities and Indexed Universal Life Insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-13
• S63 Uniform Securities Agent State Law Examination
  1994-10-04

Designations

• Certified Financial Planner