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Gary Stephen Radler

Osaic Wealth, Inc.

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About Gary Stephen Radler

Gary Radler is a financial advisor with over 46 years of experience in the financial services industry. Gary is registered with Osaic Wealth, Inc. Gary also has prior registration with Securities America, Inc. and National Planning Corporation. Gary's specialties include financial planning, pension consulting, educational seminars, and the selection of other advisors. Gary is a Chartered Financial Consultant.

Firm Information

Gary Radler is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

NEWINGTON, CT

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Radler’s Registration & Firm History

CT

06/14/2024 - Present

Osaic Wealth, Inc. (NEWINGTON CT)

CT

11/09/2017 - 06/14/2024

SECURITIES AMERICA, INC. (NEWINGTON CT)

CT

04/21/2006 - 11/10/2017

NATIONAL PLANNING CORPORATION (WEST HARTFORD CT)

CT

11/02/2004 - 04/26/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (FARMINGTON CT)

IN

11/02/2004 - 03/29/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

07/08/2000 - 09/30/2004

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NH

10/23/1997 - 07/08/2000

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

NY

05/24/1993 - 12/18/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

FL

07/30/1990 - 04/21/1993

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NA

07/09/1984 - 06/11/1990

BROAD REACH CAPITAL, INC.

NA

12/14/1976 - 07/20/1984

CIGNA SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/9/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/4/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/9/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gary Stephen Radler. Review regulatory record here.
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