Patrick Edward Allaire

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

• 04/1999 → Present
  Allaire Financial Strategies
  Cheektowagw, NY
• 03/2006 → 06/2024
  Securities America, Inc
  Bufflao, NY
• 03/2006 → 06/2024
  Securities America Advisors, Inc
  Buffalo, NY
• 07/2006 → Present
  Allaire Financial
  Buffalo, NY
• 04/2006 → Present
  Everbank
  Jacksonvill, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Buffalo, NY

Previous Registrations

• 2021-08-11 → 2024-06-14
  Securities America Advisors, Inc.
  Buffalo, NY

Other Businesses

***ALLAIRE FINANCIAL STRATEGIES POSITION: Investment Advise NATURE: SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY NVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2016 ADDRESS: 22 Wainwright Rd, Buffalo NY 14215-1421 DESCRIPTION: Manged Money ***ALLAIRE FINANCIAL STRATEGIES POSITION: President CEO NATURE: ALLAIRE FINANCIAL STRATEGIES- INSURANCE SALES - AGENT/PRESIDENT/CEO INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2005 ADDRESS: 22 Wainwright Rd, Buffalo NY 14215-1421 DESCRIPTION: Sell Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-20
• S63 Uniform Securities Agent State Law Examination
  2000-05-25

Other Names

• Patrick E Allaire