Fredric Louis Mayerson

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

• 09/1983 → 06/2018
  Kingsborough Community College
  Brooklyn, NY
• 05/1989 → Present
  Omni Financial Group
  Lynbrook, NY
• 01/2005 → 11/2023
  Fsc Securities Corporation
  North Woodmere, NY
• 11/2023 → Present
  Osaic Wealth, Inc.
  North Woodmere, NY

Previous Registrations

• 2021-04-26 → 2023-11-03
  Fsc Securities Corporation
  North Woodmere, NY
• 1998-04-22 → 2002-12-31
  Fsc Securities Corporation
  North Woodmere, NY

Other Businesses

1. INSURANCE PRODUCTS INCLUDING LIFE, DISABILITY, LONG-TERM CARE, BUSINESS OVERHEAD EXPENSE, HEALTH, PROBERTY/CASUALTY, AND FIXED ANNUITIES OFFERED AS AN INDEPENDENT INSURANCE AGENT; CITY UNIVERSITY OF NEW YORK, PROFESSOR EMERITUS, 09/1983-PRESENT 2. FREDRIC L. MAYERSON POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1990 ADDRESS: 573 Golf Drive, North Woodmere NY 11581, United States DESCRIPTION: Analyze client needs and provide appropriate alternatives to satisfy their requirements 3. FREDRIC L. MAYERSON POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1990 ADDRESS: 573 Golf Drive, North Woodmere NY 11581, United States DESCRIPTION: Analyze client needs and provide appropriate alternatives to satisfy their requirements 4. OMNI FINANCIAL RESEARCH POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/01/1990 ADDRESS: 573 Golf Drive, North Woodmere NY 11581, United States DESCRIPTION: Analyze client needs and provide appropriate alternatives to satisfy their requirements

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-15