BO
Benjamin M. Osinski
CETERA INVESTMENT ADVISERS
MANILUS, NY 13104
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CRD#: 7135783
BO
Benjamin Michael OsinskiCETERA INVESTMENT ADVISERS
Professional summary
Benjamin Michael Osinski, who also goes by Benjamin Osinski, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Manilus, New York and CETERA WEALTH SERVICES, LLC located in Manlius, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Benjamin has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Benjamin Osinski
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) (PST) Accu-Pay Payroll & Bookkeeping Services, Inc; Accountant; Accu-Pay Payroll & Bookkeeping perofrms payroll and bookkeeping services to businesses and individuals.; No; 1; 0; 01/01/2025; 320 Fayette St Manlius NY 13104; I purchased 40% of Accu-Pay's stock effective January 1st, 2025. 2) YMCA of the Greater Tri-Valley; Lifeguard; The YMCA is a non-profit fitness center and aquatics facility. The aquatics center that I am affiliated with offers open swim, swim lessons, and aquatic fitness classes.; No; 1; 0; 12/20/2013; 701 Seneca St Oneida NY 13421; Ensure safety of all patrons in and around the pool area. Inform patrons of, and enforce rules and regulations in and around the pool area. Instruct swim lessons for youth participants. Train and certify new and existing lifeguards in accordance to American Red Cross standards. 3) UberEats; Delivery driver; Restaurants enrolled with Uber put out offers for drivers to pick up food or supplies from the store, and deliver them to the buying customer at the location of their choosing - usually their home. Taxi-style transit of people is also offered in this app, but I did not elect to participate and do not expect to.; No; 1; 0; 05/01/2025; 210 Genesee St, Apt 2 Chittenango NY 13037; Arrive promptly to the restaurant/store after accepting an offer through the app. Ensure the proper order is received, and double check accuracy if able. Deliver to the customer in a reasonable timeframe while keeping the order in tact. Communicate with the customer on any substitutions or delays as necessary. 4) DoorDash; Delivery driver; Restaurants enrolled with DoorDash put out offers for drivers to pick up food or supplies from the store, and deliver them to the buying customer at the location of their choosing - usually their home.; No; 1; 0; 11/01/2024; 210 Genesee St, Apt 2 Chittenango NY 13037; Arrive promptly to the restaurant/store after accepting an offer through the app. Ensure the proper order is received, and double check accuracy if able. Deliver to the customer in a reasonable timeframe while keeping the order in tact. Communicate with the customer on any substitutions or delays as necessary. 5)Accu-Pay Payroll & Bookkeeping Services, Inc; CPA, Client Operations Manager; Provide full-service payroll & bookkeeping services to business clients. Includes data entry, tax filings & compliance, and generating financial reports to help our clients with their day-to-day business.; No; 100; 70; 08/13/2018; 320 Fayette St Manlius NY 13104; Oversee, train, and assist staff. Review accuracy of periodic tax filings for clients. Perform direct payroll and bookkeeping service as needed. 6) Mario Bottoni, CPA, PC (Tax); CPA, Client Operations Manager; CPA practice that prepares tax returns for businesses and individuals. Tax planning and business consulting services are also provided.; No; 38; 30; 08/13/2018; 320 Fayette St Manlius NY 13104; Prepare tax returns for businesses and individuals. Communicate with clients for missing info, to ask questions, or make tax-related recommendations. Perform tax planning reviews, and meet with clients to discuss current and future events as necessary. 7) Advanced Financial Services, Inc; CPA, Client Operations Manager; Advanced Financial Services has no business activity, and was solely formed as an advertising name for the multiple companies under our roof - "Accu-Pay Payroll & Bookkeeping Services, Inc", "Mario Bottoni, CPA, PC", and "Gregory F Wilt, CPA, PC" (I have no direct affiliation to GWPC).; No; 1; 0; 08/13/2018; 320 Fayette St Manlius NY 13104; There is no work associated with this OBA. Advanced Financial Services, Inc is strictly a name used for marketing, and my duties are performed under the Accu-Pay Payroll & Bookkeeping Services, Inc and Mario Bottoni, CPA, PC companies.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Michael Osinski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 320 Fayette St, Manilus, NY 13104RIA
CRD#: 105644
MANILUS, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 320 Fayette St, Manlius, NY 13104BD
CRD#: 13572
Manlius, NY
Past
September 2, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Manlius, NY
Past
July 26, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Manlius, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
New York(9/5/2025)
RR
New York(9/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Manilus, NY 13104TRUST BUT VERIFY
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