Nicholas A Meyer

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

• 01/2014 → 05/2022
  Proequities Inc
  Birmingham, AL
• 05/2022 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ

Previous Registrations

• 2022-05-09 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2014-01-10 → 2022-05-16
  Concourse Financial Group Securities, Inc.
  Columbus, OH
  Birmingham, AL
• 2012-10-01 → 2014-01-07
  J.P. Morgan Securities Llc
  Columbus, OH
• 2011-11-08 → 2012-10-01
  Chase Investment Services Corp.
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-19
• S63 Uniform Securities Agent State Law Examination
  2001-01-22