Matthew Roger Bassuk
Investment adviser representative at Osaic Wealth, Inc.
20 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Osaic Wealth, Inc.Aug 2023 to now
- Sagepoint Financial, Inc.Oct 2022 to now
- Independent Financial Group, Inc.Jan 2021 to now
- UnemployedJul 2019 to Jan 2021
- Atria Wealth SolutionsApr 2018 to Jun 2019
- Sorrento Pacific Financial, LLCApr 2018 to Jun 2019
- Summit Brokerage Services, Inc.Jul 2017 to Jan 2018
- Cetera Advisor Networks LLCMay 2017 to Jan 2018
- Cetera Advisors LLCMay 2017 to Jan 2018
- First Allied Advisory Services, Inc.Jul 2012 to Jan 2018
- First Allied Securities, Inc.Aug 2006 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651593
- Firm CRD
- 23131