Trevor Zamudio

Osaic Wealth, Inc.

CRD 8082200

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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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-03

NY RA
APPROVED

Since 2026-08-03

Branch Locations

11 Balmville Rd Ste 2 North, Newburgh, NY 12550 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Focused Wealth Management	Newburgh	NY	06/2025	Present
Gap Warehouse	Fishkill	NY	03/2018	08/2019
Southern Dutchess Country Club	Beacon	NY	04/2020	11/2024
Leo's Pizzaria	Wappingers	NY	02/2023	03/2024
Our Lady Of Lourdes	Poughkeepsie	NY	01/2016	06/2021
Osaic Wealth, Inc	Newburgh	NY	03/2026	Present
Mount Saint Mary College	Newburgh	NY	01/2022	05/2025

06/2025 → Present

Focused Wealth Management

Newburgh, NY
03/2018 → 08/2019

Gap Warehouse

Fishkill, NY
04/2020 → 11/2024

Southern Dutchess Country Club

Beacon, NY
02/2023 → 03/2024

Leo's Pizzaria

Wappingers, NY
01/2016 → 06/2021

Our Lady Of Lourdes

Poughkeepsie, NY
03/2026 → Present

Osaic Wealth, Inc

Newburgh, NY
01/2022 → 05/2025

Mount Saint Mary College

Newburgh, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-30

S66 Uniform Combined State Law Examination

2026-07-30

View on SEC IAPD

More in Newburgh, NY

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