Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-11 |
| NJ | RA | APPROVED | 2026-08-03 |
Branch Locations
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2014 | 09/2017 |
| Svb Wealth Advisory | New York | NY | 09/2017 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Rock | NJ | 06/2019 | 07/2023 |
| Unemployed | Glen Rock | NJ | 02/2019 | 06/2019 |
| Bank Of America, N.A | Glen Rock | NJ | 06/2019 | 07/2023 |
| J.P. Morgan Securities Llc | New York | NY | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | Present |
FIXED INSURANCE POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 10/02/2023 ADDRESS: 43 Hering rd, Montvale NJ 07645, United States DESCRIPTION: Sale of insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
Reach out to this advisor