William Raymond Gunderson

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

• 09/2015 → 06/2017
  Finishline
  Staten Island, NY
• 07/2017 → 07/2018
  Sprint
  Staten Island, NY
• 09/2018 → Present
  Maiorano & Associates
  Brooklyn, NY
• 09/2022 → Present
  Royal Alliance Associates, Inc.
  Brooklyn, NY

Other Businesses

1. WILLIAM GUNDERSON POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2024 ADDRESS: 315 Ellis Street, Staten Island NY 10307, United States DESCRIPTION: I sell fixed insurance products to clients of need. Products may entail term, universal or whole life policies, LTC, or fixed annuities 2. ACCOUNTANT POSITION: Accountant NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2022 ADDRESS: 315 Ellis Street, Staten Island NY 10307, United States DESCRIPTION: I plan and prepare tax returns for clients.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-10

Other Names

• William R Gunderson