Gary Robert Sax
Financial advisor at Osaic Wealth, Inc. · Wesley Chapel, FL
Last updated 2026-10-10
Claim your profileGary Robert Sax is a financial advisor at Osaic Wealth, Inc. in Wesley Chapel, FL, CRD 2537728. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2009-10-05.
Registration
- CRD number
- 2537728
- Registration status
- Active
- IAPD registration
- 2009-10-05
- Industry Experience
- 17 years
- Work Experience
- 14 years
- States registered
- FL
Licenses and exams
- Series 63
- Series 65
Work history
- 2012-08 to 2020-07 · Investacorp Inc · Miami, FL
- 2012-08 to 2020-07 · Investacorp Advisory Services · Miami, FL
- 2020-07 to 2024-06 · Securities America, Inc. · Wesley Chapel, FL
- 2020-07 to 2024-06 · Securities America Advisors, Inc. · Wesley Chapel, FL
- 2024-06 to Present · Osaic Wealth, Inc. · Wesley Chapel, FL
- 2024-06 to Present · Osaic Wealth, Inc. · Wesley Chapel, FL
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
About
Gary Robert Sax is a financial advisor at Osaic Wealth, Inc. in Wesley Chapel, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 17 years of industry experience and 14 years of reported work history. Reported roles include Securities America, Inc., Securities America Advisors, Inc., Investacorp Inc, Investacorp Advisory Services, among others.
SEC disclosures list additional business and community activities: Sax Financial: , wesley chapel fl 33544, united states description: insurance sales.
Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Wesley Chapel, FL
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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