Douglas Adrian Emery

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

• 01/2024 → Present
  Osaic Wealth, Inc.
  Vienna, OH
• 08/2009 → 01/2024
  Woodbury Financial Services Inc
  Vienna, OH

Previous Registrations

• 2009-08-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  Vienna, OH
  Columbus, OH
  Vienna, OH
• 2006-05-05 → 2009-08-20
  On Investment Management Co
  Vienna, OH
  Cincinnati, OH

Other Businesses

1. DOUGLAS A EMERY AGENCY INC, THE EMERY AGENCY; INVT REL; 4479 CREEKSIDE BLVD, VIENNA OH 44473; SALES, SUPPORT, INDIVIDUAL MEDICAL, LTC, DISABILITY INCOME, LIFE, ; OWNER; START 01/30/1983; 60 HRS/MO; 60 HRS/MO DURING TRADING; SALES, SUPPORT. 2. DOUGLAS A EMERY; INVT REL; 4479 CREEKSIDE BLVD, VIENNA OH 44473; SALES, SERVICE OF INSURANCE RELATED PRODUCTS, OWNER; START 01/30/1983; 60 HRS/MO; 40 HRS/MO DURING TRADING; SALES, SERVICE OF INSURANCE PRODUCTS. 3. DOUGLAS/MELISSA ENERY; NONINVT REL; 8064 STATE ROUTE 305, BURGHILL OH 44404; SECOND HOME PURCHASED AS A GUEST HOME; OWNER; START 01/05/20015; 4 HRS/MO, NONE DURING TRADING; MAINTAIN PROPERTY. 4. DOUGLAS/MELISSA EMERY; NONINVT REL; 8076 STATE ROUTE 305 BURGHILL OHIO 44404;HOBBY FARM ACTIVITY; OWNER; START 09/01/2009; 15 HRS/MO, NONE DURING TRADING; 5. DOUGLAS A EMERY; NONINV RELATED; 8076 STATE RTE 305 BURGHILL,OH; TRAP/HUNT FURBEARING ANIMALS; TRAPPER; 01/01/1980; 3HR/MON; 1HR/MON; HUNT/TRAP FURBEARING ANIMALS/SELL PELTS. 6. NATIONAL RIFLE ASSOC. REGISTERED PISTOL INSTRUCTOR AND RANGE SAFETY OFFICER POSITION: Instructor NATURE: sub contractor INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2016 ADDRESS: 8076 State Route 305, Burghill OH 44404 DESCRIPTION: Shooting Range Safety Officer and Pistol Instructor. 7. DOUGLAS A. EMERY POSITION: President/ Armed Security Officer NATURE: Business will become an LLC Belltower International Security, LLC I will be the president of the company INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 5 START DATE: 06/28/2017 ADDRESS: 8076 STATE ROUTE 305, Burghill OH 44404, United States DESCRIPTION: Armed Security Officer, providing security solutions to business and responding to alarm drops, prisoner transport, personal protection 8. DOWN ZERO PRODUCTS LLC POSITION: Owner/President NATURE: LLC, Sole Owner. This hobby business and web site www.DownZeroProducts.com to market and sell firearms shooting targets and supplies. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2016 ADDRESS: Post Office Box 464, Vienna OH 44473, United States 9. NORTH COAST PEACE OFFICER HOLDING LLC, DBA NORTH COAST PEACE OFFICER TRAINING FOUNDATION AKA NCPOTF POSITION: President NATURE: Not for Profit LLC, changing to a 501c3 Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 6 START DATE: 07/16/2019 ADDRESS: Post Office Box 464, Vienna OH 44473, United States DESCRIPTION: Using my own personal income, I fund and pay for fire arms instructors and range safety officers as needed. I am an OPOTA (Ohio Peace Officer Training Academy) firearms instructor. I teach local patrol officers firearms skills and methods for real world engagements. I also hire outside instructors for specific educational areas of expertise. I generally provide and cover all the costs of training including ammunition. 10. DOUGLAS A. EMERY POSITION: Writer NATURE: Sole Prop to start. Based upon legal advice I may change and will notify you if I do so. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 08/12/2020 ADDRESS: 8076 State Route 305, Burghill OH 44404, United States DESCRIPTION: Writing an action adventure book about the investment industry and armed personal security. 11. DOWN ZERO PRODUCTS POSITION: Pres NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/26/2021 ADDRESS: Post Office Box 464, Vienna OH 44473, United States DESCRIPTION: Talk to attorney on how the Patent is going Speak with design CAD artist Speak with injection Mold Creator

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-25
• S63 Uniform Securities Agent State Law Examination
  1998-11-17