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Osaic Wealth Form CRS

Award Disclosures

BSSFA Form CRS

Contact Info

P: 561-447-1997
E: cprusa@bssfa.com

4800 North Federal Highway
Boca Raton FL 33431

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Baron Silver Stevens Financial Advisors, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Michael Silver, Joseph Noto and Kristopher Moody are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA & SIPC.

Michael Silver, Joseph Noto and Kristopher Moody are also separately registered as investment adviser representatives under Baron Silver Stevens Financial Advisors, LLC , a registered investment advisor, offering advisory services in the state(s) of FL. As such, these services are strictly intended for individuals residing in FL.

Fixed and/or Traditional Insurance Services offered through Baron Silver Stevens Financial Advisors, LLC. Baron Silver Stevens Financial Advisors, LLC is not affiliated with Osaic Wealth, Inc., or registered as a broker-dealer or investment advisor.

In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CO, FL, GA, IL, MA, MD, NC, NJ, NV, NY, PA, SC, TN, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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