Nicholas Kurdziel

Osaic Wealth, Inc.

CRD 7940275

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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	2025-10-30

NY RA
APPROVED

Since 2025-10-30

Branch Locations

521 Hauppauge Road Suite 206, Hauppauge, NY 11788 • 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
Osaic	Hauppauge	NY	05/2025	Present
Shaolin Self Defence Centers Of Bayport	Bayport	NY	02/2021	09/2024
Online College At Student At Snhu	Holtsville	NY	08/2021	10/2024
Coastal Business Marketing	Sayville	NY	01/2022	12/2024
Public School - Sachem School District	Holtsville	NY	09/2007	06/2021
Osaic/ Latitude Wealth Advisors	Hauppauge	NY	06/2024	Present

05/2025 → Present

Osaic

Hauppauge, NY
02/2021 → 09/2024

Shaolin Self Defence Centers Of Bayport

Bayport, NY
08/2021 → 10/2024

Online College At Student At Snhu

Holtsville, NY
01/2022 → 12/2024

Coastal Business Marketing

Sayville, NY
09/2007 → 06/2021

Public School - Sachem School District

Holtsville, NY
06/2024 → Present

Osaic/ Latitude Wealth Advisors

Hauppauge, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-29

S66 Uniform Combined State Law Examination

2025-10-29

View on SEC IAPD

More in Hauppauge, NY

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