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Michael Harris Fliegelman

Osaic Wealth, Inc.

Holbrook, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc Holbrook NY 04/2011 10/2024
G&G Planning Concepts, Inc. New York NY 01/2013 09/2024
American Portfolios Advisors, Inc. Holbrook NY 05/2011 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 04/2011 → 10/2024
    American Portfolios Financial Services, Inc
    Holbrook, NY
  • 01/2013 → 09/2024
    G&G Planning Concepts, Inc.
    New York, NY
  • 05/2011 → 10/2024
    American Portfolios Advisors, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2021-07-10 → 2024-11-07
    Gassman Financial Group
    Boca Raton, FL
  • 2023-06-01 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2013-10-22 → 2020-12-31
    Gassman Financial Group
    Boca Raton, FL
  • 2011-05-31 → 2013-06-03
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2004-06-07 → 2010-06-09
    Woodbury, NY
Other Businesses

1. PPS ADVISORS INC-4250 VETERANS MEMORIAL HWY-FINL PLANNING AND INSURANCE-INVESTMENT RELATED START DATE 10/2024-8 HOURS MO./2 DURING MARKET 2. STRATEGIC WEALTH ADVISORS NETWORK LLC POSITION: Brokerage DIRECTOR NATURE: INSURANCE Brokerage Fixed LFFE DISABILITY LONG TERM CARE GROUP INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2012 ADDRESS: 28 Central Street, huntington NY 11743, United States DESCRIPTION: Speak with advisors licensed insurance agents Coach them and train them on Insurance planning and estate planning 3. MASS MUTUAL BROKERAGE POSITION: Brokerage Director NATURE: Sole propreietor - Mass Mutual Brokerage Director INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2012 ADDRESS: 6800 Jericho Tpke, Suite 202 West, Syosset NY 11791, United States DESCRIPTION: Work with Insurance agents helping them with Insurance planning cases 4. REAL ESTATE LIMITED PARTNERSHIPS POSITION: Limited partner NATURE: I own 3-4 small limited partnership interest: Fair Lawn medical Arts, Allendale Shopping Center, Raritan Plaza, Mighty Fine Investors Re Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2008 ADDRESS: 28 CENTRAL ST APT 151825201, Huntington NY 11743, United States DESCRIPTION: no duties 5. PPS ADVISORS POSITION: Registered Rep NATURE: Financial Planning and advisory and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2024 ADDRESS: 4250 Veterans memorial Highway, Suite 100 E, Holbrook NY 11741, United States DESCRIPTION: Planner advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-14
S63 Uniform Securities Agent State Law Examination 1985-05-14
  • S65 Uniform Investment Adviser Law Examination
    1999-10-14
  • S63 Uniform Securities Agent State Law Examination
    1985-05-14
Designations

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