Matthew Adam Blecker

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
CT	RA	APPROVED	2023-06-07
TX	RA	APPROVED	2023-06-07
NY	RA	APPROVED	2021-04-26
OH	RA	APPROVED	2018-06-07
DE	RA	APPROVED	2012-01-27
VA	RA	APPROVED	2012-01-27
SC	RA	APPROVED	2011-07-19
MD	RA	APPROVED	2011-07-18
NC	RA	APPROVED	2011-07-18
PA	RA	APPROVED	2011-07-18
MA	RA	APPROVED	2009-02-23
FL	RA	APPROVED	2009-02-20
GA	RA	APPROVED	2009-02-18
CA	RA	APPROVED	2009-02-13
NJ	RA	APPROVED	2009-02-13

CT RA
APPROVED

Since 2023-06-07
TX RA
APPROVED

Since 2023-06-07
NY RA
APPROVED

Since 2021-04-26
OH RA
APPROVED

Since 2018-06-07
DE RA
APPROVED

Since 2012-01-27
VA RA
APPROVED

Since 2012-01-27
SC RA
APPROVED

Since 2011-07-19
MD RA
APPROVED

Since 2011-07-18
NC RA
APPROVED

Since 2011-07-18
PA RA
APPROVED

Since 2011-07-18
MA RA
APPROVED

Since 2009-02-23
FL RA
APPROVED

Since 2009-02-20
GA RA
APPROVED

Since 2009-02-18
CA RA
APPROVED

Since 2009-02-13
NJ RA
APPROVED

Since 2009-02-13

Branch Locations

800 Westchester Avenue, Rye Brook, NY 10573 • United States

25 Smith Street Unit 304, Nanuet, NY 10954 • 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
Eastern Planning Inc	Suffern	NY	05/1995	Present
Osaic Wealth, Inc.	Suffern	NY	09/2004	Present
Affiliated Advisors, Inc.	Nanuet	NY	07/2006	12/2018

05/1995 → Present

Eastern Planning Inc

Suffern, NY
09/2004 → Present

Osaic Wealth, Inc.

Suffern, NY
07/2006 → 12/2018

Affiliated Advisors, Inc.

Nanuet, NY

Previous Registrations

2006-07-07 → 2018-12-26

Affiliated Advisors, Inc.

Nanuet, NY

Other Businesses

EASTERN PLANNING, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1995 ADDRESS: 25 Smith St, Suite 304, Nanuet NY 10954, United States DESCRIPTION: President of Corporation. This is DBA for fixed insurance business.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-09-05

S66 Uniform Combined State Law Examination

2000-09-05

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Matt Blecker

View on SEC IAPD