Frederick Lawrence Angst

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

• 01/2015 → 06/2024
  Securities America Inc
  Birmingham, AL
• 01/2015 → 06/2024
  Securities America Advisors Inc
  Birmingham, AL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Birmingham, AL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Previous Registrations

• 2015-02-17 → 2024-06-14
  Securities America Advisors, Inc.
  Birmingham, AL
  Bradenton, FL
• 2011-08-08 → 2015-02-17
  Rfg Advisory, Llc
  Birmingham, AL
• 2004-06-28 → 2011-08-08
  Securities America Advisors, Inc.
  Birmingham, AL
• 2003-12-05 → 2004-07-01
  Osaic Fa, Inc.
  Birmingham, AL
• 2003-09-16 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Birmingham, AL

Other Businesses

INSURANCE SALES, POSITION: insurance sales NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/16/2015 ADDRESS: Bradenton FL 34202, United States DESCRIPTION: insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-17
• S66 Uniform Combined State Law Examination
  2001-06-19