George William Harrienger

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

• 09/2000 → 06/2024
  Securities America, Inc
  Clifton Park, NY
• 09/2000 → Present
  Diamond Financial Services
  Clifton Park, NY
• 03/2001 → 06/2024
  Securities America Advisors, Inc
  Clifton Park, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Clifton Park, NY

Previous Registrations

• 2021-08-11 → 2024-06-14
  Securities America Advisors, Inc.
  Clifton Park, NY

Other Businesses

DIAMOND INVESTMENT SERVICES POSITION: Sales NATURE: DIAMOND INVESTMENT SERVICES, LLC, INSURANCE AGENCY-- FINANCIAL CONSULTANT - 2% TIME SPENT - START DATE: 9/2000 - INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2000 ADDRESS: 636 Plank Road, Clifton Park NY 12065 DESCRIPTION: Assist in the sale of Fixed annuities and life insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-06-01

Other Names

• George William Harrienger