Steven Jay Millman

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

• 04/2006 → 06/2024
  Securities America, Inc.
  Melville, NY
• 04/2006 → 06/2024
  Securities America Advisors Inc
  Melville, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Forest Hills, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Forest Hills, NY

Previous Registrations

• 2021-08-12 → 2024-06-14
  Securities America Advisors, Inc.
  Forest Hills, NY

Other Businesses

SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - START DATE: 04/2006 - LOCATED AT 10440 QUEENS BLVD APT 22L, FOREST HILLS, NY 11375 INSURANCE SALES POSITION: sales NATURE: INSURANE SALES - AGENT - START DATE: 10/2004 - LOCATED AT 10440 QUEENS BLVD APT 22L, FOREST HILLS, NY 11375 INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2004 ADDRESS: 10440 Queens Blvd, Apt. 22L, Forest Hills NY 11375, United States DESCRIPTION: Variable annuity sales through Securities America

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-13