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ADV PART 2B
Mazars Wealth Advisors (CRD 133936), brochure dated August 19, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Item 1 Cover Page
A.
Lisa Faye Osofsky
CRD Number: 3277025
Mazars Wealth Advisors
CRD Number: 133936
Brochure Supplement
Dated: August 19, 2026
Contact: Lisa Osofsky, Chief Compliance Officer
135 West 50th Street
New York, New York 10020
B.
This Brochure Supplement provides
information about Lisa Faye Osofsky that
supplements the Mazars USA Wealth Advisors LLC dba Mazars Wealth Advisors Brochure.
You should have received a copy of that Brochure. Please contact Lisa Osofsky, Chief
Compliance Officer, if you did not receive Mazars Wealth Advisors’ Brochure or if you have
any questions about the contents of this supplement.
Item 2 Education Background and Business Experience
Lisa Faye Osofsky was born in 1962. Ms. Osofsky graduated from the University of Hartford in
1984 with a Bachelor of Science degree in Accounting and from Seton Hall University in 1991
with a Master of Science degree in Taxation. Ms. Osofsky has been the Chief Compliance Officer
of Mazars Wealth Advisors since July 2024. Ms. Osofsky has also been a Partner of Forvis
Mazars LLP since June 2024. She was previously a Partner of Mazars USA LLP from February
1987 to May 2024.
Ms. Osofsky has held the designation of Personal Financial Specialist (“PFS”) since 1995. The
PFS credential demonstrates that an individual has met the minimum education, experience and
testing required of a CPA in addition to a minimum level of expertise in personal financial
planning. To attain the PFS credential, a candidate must hold an unrevoked CPA license,
certificate, or permit, none of which are in inactive status; fulfill 3,000 hours of personal
financial planning business experience; complete 75 hours of personal financial planning CPE
credits; pass a comprehensive financial planning exam and be an active member of the AICPA.
A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct and the
Statement on Standards in Personal Financial Planning Services, when providing personal
financial planning services. To maintain their PFS credential, the recipient must complete 60
hours of financial planning CPE credits every three years. The PFS credential is administered
through the AICPA.
Ms. Osofsky has held the designation of Certified Public Accountant (“CPA”) since 1986. CPAs
are licensed and regulated by their state boards of accountancy. While state laws and regulations
vary, the education, experience and testing requirements for licensure as a CPA generally include
minimum college education (typically 150 credit hours with at least a baccalaureate degree and a
concentration in accounting), minimum experience levels (most states require at least one year of
experience providing services that involve the use of accounting, attest, compilation,
management advisory, financial advisory, tax or consulting skills, all of which must be achieved
under the supervision of or verification by a CPA), and successful passage of the Uniform CPA
Examination. In order to maintain a CPA license, states generally require the completion of 40
hours of continuing professional education (CPE) each year (or 80 hours over a two-year period
or 120 hours over a three-year period). Additionally, all American Institute of Certified Public
Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct
which requires that they act with integrity, objectivity, due care, competence, fully disclose any
conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality,
disclose to the client any commission or referral fees, and serve the public interest when
providing financial services. The vast majority of state boards of accountancy have adopted the
AICPA’s Code of Professional Conduct within their state accountancy laws or have created their
own. In addition to the Code of Professional Conduct, AICPA members who provide personal
financial planning services are required to follow the Statement on Standards in Personal
Financial Planning Services (SSPFPS).
Item 3 Disciplinary Information
None.
Item 4 Other Business Activities
A. The supervised person is not actively engaged in any other investment-related businesses
or occupations.
B. Ms. Osofsky is a Partner of Forvis Mazars LLP, an accounting firm. This activity
represents a significant amount of her time and income.
Certified Public Accountant (CPA). Ms. Osofsky, in her individual capacity, is a
certified public accountant, and may recommend her tax preparation and/or accounting
services. To the extent a client determines to engage Ms. Osofsky to provide tax
preparation and/or accounting services, such services shall be provided by Ms. Osofsky in
her individual capacity as a certified public accountant, independent of Registrant.
Registrant shall receive no portion of fees charged by Ms. Osofsky for such
services. The recommendation by Ms. Osofsky that a client elect her accounting services
presents a conflict of interest, as the receipt of fees for accounting services may provide
an incentive to recommend such services, rather than recommending such services based
upon a particular client’s needs. No client is under any obligation to utilize Ms. Osofsky
for accounting services. Clients are reminded that they may elect to obtain accounting
services recommended by the Registrant through other non-affiliated certified public
accountants. The Registrant’s Chief Compliance Officer, Lisa Osofsky, remains
available to address any questions that a client or prospective may have regarding
the above conflict of interest.
Item 5 Additional Compensation
None.
Item 6 Supervision
The Registrant operates in accordance with current state regulatory requirements. The
Registrant’s Chief Compliance Officer, Lisa Osofsky, is primarily responsible for overseeing the
activities of the Registrant and its supervised persons. Should there be any questions regarding
the Registrant’s supervision or compliance practices, please contact Ms. Osofsky at
(212) 812-7000.
Item 7 State-Registered Investment Advisors
A. Ms. Osofsky has never been involved in an arbitration proceeding or a civil,
self-regulatory, or administrative proceeding.
B. Ms. Osofsky has never been the subject of a bankruptcy petition.