Ernest Royal Massenberg

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 07/2020
  Lincoln Financial Advisors Corporation
  Herndon, VA
• 07/2020 → 01/2024
  Woodbury Financial Services Inc
  Herndon, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Ashburn, VA

Previous Registrations

• 2020-07-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Ashburn, VA
  Herndon, VA
  Fairfax, VA
• 2009-07-27 → 2020-07-29
  Osaic Fa, Inc.
  Reston, VA
  Fort Wayne, IN
  Fort Wayne, IN
  Herndon, VA
  Reston, VA
  Fort Wayne, IN
• 2001-06-26 → 2009-06-09
  Equitable Advisors, Llc
  Falls Church, VA
  Falls Church , VA

Other Businesses

1. DEJA GRUV BAND POSITION: Musician NATURE: Band INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 37 Daffodil Lane, Stafford VA 22554, United States DESCRIPTION: I am a keyboardist 1. ENVISION RETIREMENT MANAGEMENT POSITION: owner NATURE: DBA (marketing name only) INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/09/2020 ADDRESS: 20130 Lake View Center Plaza, Suite 400, Ashburn VA 20147, United States DESCRIPTION: Envision Retirement Management is simply a branding name to represent me as a wealth manager with Woodbury Financial Services 2. POA FOR MOTHER POSITION: POA NATURE: Power of Attorney for my mother INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 08/14/2026 ADDRESS: 20130 Lake View Center Plaza, Suite 400, Ashburn VA 20147, United States DESCRIPTION: To transact business if mom is not able to do so

Exams

• S66 Uniform Combined State Law Examination
  2000-10-18

Designations

• Certified Financial Planner