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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED_RES | 2025-10-23 |
| FL | RA | APPROVED | 2025-02-25 |
| CA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| OR | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
100 Cambridge Street 14Th Floor, Unit 14104, Boston, MA 02114 • United States
100 Glen Street 2-B, Glen Falls, NY 12801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Clifton Park | NY | 09/2009 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. TIMOTHY A GUSEK - FIXED INSURANCE POSITION: broker NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/12/2025 ADDRESS: 100 Glen Street, Suite 2-B, Glens Falls NY 12801, United States DESCRIPTION: Sales / marketing of fixed annuities and non-variable insurance 2. TIMOTHY A GUSEK - POA POSITION: Power oif Attorney NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2020 ADDRESS: 732 County Rt 16, Fort Ann` NY 12827, United States DESCRIPTION: I have POA over my wife, Kathleen C Gusek's affairs. covers all aspects of health care, estate, etc. 3. ALLYN FINANCIAL PARTNERS LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 100 Glen Street, Suite 2-B, Glens Falls NY 12801, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 4. ALLYN FINANCIAL PARTNERS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2026 ADDRESS: 100 Glen St., Suite 2-B, Glens Falls NY 12801, United States DESCRIPTION: sales/marketing of securities, investment advisory, & insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-22 |
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