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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 | 2026-01-30 |
| NY | RA | APPROVED | 2025-05-08 |
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| NJ | RA | APPROVED | 2024-11-12 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
1713 Main Street Unit 102, Lake Como, NJ 07719 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolio Fincl Svcs | Holbrook | NY | 09/2001 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
2. MFI Retirement Planning Assoc., Fixed insurance sales, Start date = 3/1/2016, 50% owner, compensation=$5k/year, 10hrs/month, 10hrs/market hrs/month 3. MFI RETIREMENT PLANNING ASSOC POSITION: Insurance agent NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/10/2001 ADDRESS: 1713 Main St, Unit 102, Lake Como NJ 07719, United States DESCRIPTION: Fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-17 |
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