Steven Gary Trast

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

• 01/2022 → Present
  Osaic
  Kingston, NY
• 08/2001 → Present
  Steven G Trast, Cpa
  Kingston, NY
• 01/2004 → 01/2022
  Vanderbilt Securities, Llc
  Kingston, NY

Previous Registrations

• 2021-12-06 → 2022-01-04
  Vanderbilt Advisory Services
  Woodbury, NY

Other Businesses

1) STEVEN G TRAST, CPA. NOT INVESTMENT RELATED. 108 NORTH FRONT STREET, KINGSTON NY 12401. CERTIFIED PUBLIC ACCOUNTANT. 8/2001 - PRESENT. 160 HRS/MONTH. 120 HRS/MONTH DURING SECURITIES TRADING HOURS. DUTIES INCLUDE CONSULTING AND PREPARING TAXES. 2) TRAST & GYENES, INC POSITION: President NATURE: Corporation Tax and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 140 START DATE: 12/06/2012 ADDRESS: 325 Albany Avenue, Kingston NY 12401, United States DESCRIPTION: Tax preparation and consulting 3) HUDSON VALLEY FINANCIAL SERVICES POSITION: Financial Professional NATURE: DBA Disclosure only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 325 Albany Avenue, Kingston NY 12401, United States DESCRIPTION: DBA Disclosure only

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-03
• S63 Uniform Securities Agent State Law Examination
  2001-06-14