Gregory Andrew Korngut
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
9 statesRegistered 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
10 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Woodbury Financial Services IncJan 2019 to Oct 2024
- AXA Advisors, LLCJul 2018 to Dec 2018
- UnemployedMay 2018 to Jul 2018
- Wake Forest UniversitySep 2017 to May 2018
- Schafer Sports ComplexAug 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 9 states (AK, CA, FL, MI, NC, NJ, NM, PA, TX).
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
- 6995959
- Firm CRD
- 23131