Amina R Gilchrist

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

• 09/2003 → 01/2025
  Lincoln Financial Advisors
  Elsmere, DE
• 01/2025 → Present
  Osaic Wealth, Inc.
  Elsmere, DE

Previous Registrations

• 2024-04-12 → 2025-01-24
  Osaic Fa, Inc.
  Fort Wayne, IN
  Elsmere, DE
  Elsmere, DE
  Elsmere, DE
  Radnor, PA
  Elsmere, DE
  Fort Wayne, IN
  Elsmere, DE
  Cherry Hill, NJ
  Elsmere, DE
  Fort Wayne, IN
• 2001-02-26 → 2002-06-13
  Prudential Retirement Brokerage Services, Inc.
  Elsmere, DE

Other Businesses

1)AMINA GILCHRIST DBA OMEGA WEALTH MANAGEMENT LLC ELSMERE DE CATEGORY: INSURANCE/ ENTITY INVESTMENT RELATED: YES TITLE: SOLE OWNER OF ENTITY DUTIES: PLACEMENT OF FIXED INSURANCE, LTC, DI AND FIXED ANNUITY PRODUCTS WITH INSURANCE CARRIERS ; OFFERING HEALTH INSURANCE, DISABILITY INSURANCE ,FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE , AND TRADITIONAL LIFE INSURANCE START DATE: 09/11/2024 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 100

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-11
• S66 Uniform Combined State Law Examination
  2001-01-12

Other Names

• Amina Roxanne Shelton
• Amina R Shelton
• Amina Gilchrist