Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-10 |
| FL | RA | APPROVED | 2017-06-07 |
| CT | RA | APPROVED | 2017-03-15 |
| SC | RA | APPROVED | 2017-03-15 |
| NC | RA | APPROVED | 2017-03-07 |
| MN | RA | APPROVED | 2017-02-26 |
| RI | RA | APPROVED | 2017-02-22 |
| NM | RA | APPROVED | 2017-02-20 |
| VA | RA | APPROVED | 2017-02-10 |
| NJ | RA | APPROVED | 2017-02-08 |
Branch Locations
7 Skyline Drive Suite 350, Hawthorne, NY 10532 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hawthorne | NY | 10/2013 | 02/2017 |
| Private Portfolio Partners, Llc | Paramus | NJ | 10/2013 | 01/2017 |
| Royal Alliance Associates | Hawthorne | NY | 02/2017 | Present |
1) MICHAEL DILORENZO POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2002 ADDRESS: 7 Skyline Drive, Suite 350, Hawthorne NY 10532; DESCRIPTION: sale of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
Reach out to this advisor