Edward Klarman

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

• 01/1981 → Present
  Edward Klarman
  Cherry Hill, NJ
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Deptford, NJ

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Deptford, NJ
• 2007-02-13 → 2008-10-31
  American General Securities Incorporated
  Haddon Township, NJ
  Cherry Hill, NJ
  Woodbury, NJ
• 2002-04-29 → 2005-06-14
  Raymond James Financial Services, Inc.
  Marlton, NJ

Other Businesses

1) EDWARD KLARMAN, CPA POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1981 ADDRESS: 8298 Promoso Ct, Naples, FL 34114 DESCRIPTION: Provide accounting/tax services

Exams

• S66 Uniform Combined State Law Examination
  2002-08-26