Gregory W Kalosieh

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

• 08/2013 → 09/2020
  Securities Service Network
  Knoxville, TN
• 09/2020 → 06/2024
  Securities America, Inc.
  Knoxville, TN
• 08/2024 → Present
  Osaic Wealth, Inc.
  Knoxville, TN

Previous Registrations

• 2021-02-09 → 2024-08-23
  Triad Advisors Llc
  Knoxville, TN
  Atlanta, GA
• 2014-10-01 → 2020-09-30
  Ssn Advisory, Inc.
  Knoxville, TN

Other Businesses

1) Steeplechase Homeowners INc;not investment related;423 Celebration Rd;homeowners association;president;6/2019;1 hr/month;0 hrs during trading;decisions regarding improvements,bylaws,oversee various committees 2) STEEPLECHASE HOMEWOWNERS ASSOCIATION INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 423 Celebration Road, Knoxville TN 37934, United States DESCRIPTION: Organize meetings Address issues affecting residents Co-sign checks Approve budget 3) BGK PROPERTIES, LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 423 Celebration Road, Knoxville TN 37934, United States DESCRIPTION: Own/Maintain 1 rental home.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-30

Other Names

• Greg Kalosieh
• Gregory W Kalosieh
• Gregory W. Kalosieh
• Gregory William Kalosieh