Lawrence Chodash (CRD# 2181144) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brooklyn, NY and has over 32 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Manhasset, NY | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Brooklyn, NY | Apr 2023 - Jan 2024 | < 1 |
| Santander Securities, LLC | Dorchester, MA | Dec 2022 - Apr 2023 | < 1 |
| Santander Bank, Na | Boston, MA | Sep 2006 - Apr 2023 | 16 |
| Santander Securities, LLC | Dorchester, MA | Sep 2012 - Dec 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- NY
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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