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 |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2016 | 01/2019 |
| Securian Financial Services Inc | St Paul | MN | 01/2019 | 12/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 01/2019 | 12/2019 |
| Heritage Financial Services Inc | Omaha | NE | 01/2019 | 12/2019 |
| Securities America, Inc | La Vista | NE | 06/2020 | 06/2024 |
| Securities America Advisors | La Vista | NE | 06/2020 | 06/2024 |
| Farm Bureau | Omaha | NE | 01/2020 | 02/2020 |
| Unemployed | Omaha | NE | 03/2020 | 05/2020 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
Reach out to this advisor