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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-22 |
Branch Locations
Huntsville, AL • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2018 |
| Mml Investors Services, Llc | Santa Rosa | CA | 07/2016 | 01/2018 |
| Msi Financial Services | Santa Rosa | CA | 07/2016 | 03/2017 |
| Pruco Securities Llc | Windsor | CA | 01/2018 | 03/2019 |
| Prudential Insurance Company Of America | Windsor | CA | 01/2018 | 03/2019 |
| American General Life Insurance | Brentwood | TN | 05/2019 | 02/2021 |
| Aig Capital Services, Inc. | Brentwood | TN | 05/2019 | 02/2021 |
| Proequities Inc | Windsor | CA | 02/2021 | 05/2022 |
| Protective Distributors (A Division Of Protective Life Ins Co) | Windsor | CA | 02/2021 | 05/2022 |
| Aig Capital Services, Inc. | Houston | TX | 06/2022 | 01/2023 |
| Highland Capital Brokerage | Birmingham | AL | 09/2023 | 05/2026 |
| Aig | Huntsville | AL | 02/2023 | 08/2023 |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-23 |
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