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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Lexington | SC | 08/2007 | 01/2025 |
| Osaic Wealth, Inc. | Lexington | SC | 01/2025 | Present |
SCOTT CHASSEREAU, LEXINGTON SC 29073 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 05/2023 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-18 |
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