Matthew Piaseczny (CRD# 5839420) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Victor, NY and has over 13 years of experience in the finance industry.
CRD# 4371387
Osaic Wealth, Inc.
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Victor, NY | Jun 2024 - Current | < 1 |
| Securities America, Inc. | Victor, NY | Aug 2019 - Jun 2024 | 4 |
| Securities America Advisors | Victor, NY | Aug 2019 - Jun 2024 | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2016 - Aug 2019 | 3 |
| Northwestern Mutual Investment Services, LLC | Fairport, NY | Jun 2011 - Aug 2019 | 8 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2010 - Aug 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
- FL
- MA
- NY
- NC
- TX
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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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