Jeffery Michael Darwish

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 12/2005 → 08/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 12/2005 → 08/2023
  Spc
  Ann Arbor, MI
• 08/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2005-12-09 → 2023-08-17
  Spc
  Naples, FL
  Ann Arbor, MI
  Brighton, MI
  Naples, FL
  Naples, FL
  Plainfield, IN
  Lake Mary, FL
• 1999-06-25 → 2005-12-20
  Ubs Financial Services Inc.
  Naples, FL

Other Businesses

1.Pinnacle Wealth Advisors,Inc dba Darwish;investment related;2367 Vanderbilt Beach Rd,Ste 809,Naples,FL 34109;S corp;president/wealth advisor;12/5/2005;160 hrs/month;130 hrs during trading;financial planning,research,investment management,client meetings 2.Independent insurance agent;investment related;2367 Vanderbilt Beach Rd,Ste 809,Naples,FL 34109;sell insurance for various carriers;insurance agent;12/5/2005;30 hrs/month;30 hrs during trading;various insurance sales of annuities and life insurance 3.DARWISH FINANCIAL POSITION: Financial Advisor NATURE: I may receive referral payments from Advisors Excel for introducing producer groups or advisors to them. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2026 ADDRESS: 2367 Vanderbilt Beach Rd., Suite 809, Naples FL 34119, United States DESCRIPTION: When I speak with people at conferences that are using an FMO or IMO for their business I sometimes will speak about Advisors Excel and tell them my positive experience with them. Then if they are interested in speaking with them I will get them in contact with Advisors Excel.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Other Names

• Jeffrey Michael Darwish