Beverly A. Suchoboky Wendt

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

• 09/1985 → 11/2018
  Signator Investors, Inc.
  Melville, NY
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Hauppauge, NY

Other Businesses

(1) BEVERLY A WENDT FINANCIAL PLANNING AND WEALTH MANAGEMENT POSITION: INSURANCE BROKER NATURE: INSURANCE BROKER INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2017 ADDRESS: 1600 CALEBS PATH EXT., SUITE133, HAUPPAUGE NY 11788, United States DESCRIPTION: SELL FIXED INSURANCE PRODUCTS WHERE NEEDED (2) TRUSTEE OF THE IRREVOCABLE TRUST OF JOYCE NUSSBAUM POSITION: Trustee, POA NATURE: I am my mother's Trustee and Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/18/2014 ADDRESS: 48 Long Meadow Pl, South Setauket NY 11720-1236, United States DESCRIPTION: I handle the assets in my mother's Irrevocable Trustand provide her income as needed to fund her assisted living facility. (3) INSURANCE BROKER - LIGHTHOUSE FINANCIAL NETWORK POSITION: Insurance Broker NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2016 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747-5009, United States DESCRIPTION: Insurance Broker that gets paid renewals via Lighthouse Financial Network, LLC / Athan Vorilas

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1986-03-10

Designations

• Certified Financial Planner

Other Names

• Beverly A Wendt
• Beverly Ann Suchoboky
• Beverly Ann Nussbaum
• Beverly Ann Wendt