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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-06 |
| NY | RA | APPROVED | 2025-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Belle Harbor | NY | 06/2009 | 02/2018 |
| Lpl Financial Llc | Belle Harbor | NY | 02/2018 | 06/2025 |
| Fortis Group Advisors, Llc | Belle Harbor | NY | 02/2018 | 06/2025 |
| Osaic | Belle Harbor | NY | 03/2025 | Present |
1. BRIDGET SCALA POSITION: broker NATURE: Fixed Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2002 ADDRESS: 168 B140th St, Belle Harbor NY 11694-1256, United States DESCRIPTION: write and service Life insurance. disabilty, LTC 2. OCEAN BLISS YOGA POSITION: teacher NATURE: Yoga & Pilates tecacher INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 533 Beach 126th st, Belle Harbor NY 11694, United States DESCRIPTION: teach 3. HARBOR FINANCIAL POSITION: Owner NATURE: DBA for securitues INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/20/2025 ADDRESS: 168 Beach 140th Street, Belle Harbor NY 11694, United States DESCRIPTION: Bridget DBA as Harbor financial including, advising and maintaining financial accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-19 |
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