Edward Fredrick Walker

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

• 01/2010 → 11/2018
  Fsc Securities Corporation
  Atlanta, GA
• 11/2018 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 11/2018 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 04/2025 → Present
  Osaic
  Scottdale, AZ

Previous Registrations

• 2018-11-19 → 2024-08-07
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2010-02-10 → 2018-11-02
  Fsc Securities Corporation
  Atlanta, GA
  Atlanta, GA
• 2005-03-03 → 2008-07-02
  Chase Investment Services Corp.
  Columbus, OH
  Columbus, OH
• 2006-09-27 → 2006-10-12
  J.P. Morgan Securities Inc.
  New York, NY
• 2004-12-17 → 2006-09-27
  Banc One Securities Corporation
  Columbus, OH
  Chicago, IL
  Columbus, OH
• 2001-10-11 → 2004-12-16
  Ameriprise Financial Services, Llc
  Dublin, OH

Other Businesses

1. OCCASUS REALTY LLC POSITION: Co Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2025 ADDRESS: 330 Adrian Drive, Berea OH 44017, United States DESCRIPTION: Collection of payments on rental property 2. POWER OF ATTORNEY FOR MY PARENTS POSITION: power of attorney NATURE: investment accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2025 ADDRESS: 11714 NE 62nd Ter Ste 100, he Villages FL 32162, United States DESCRIPTION: I have not started this activity but it is active 3. UMPIRE POSITION: umpire NATURE: self contract INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2026 ADDRESS: 330 adrian drive, berea OH 44017, United States DESCRIPTION: umpire kids games

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-18
• S65 Uniform Investment Adviser Law Examination
  1998-03-28

Other Names

• Edward Fredrick Walker
• Edward Frederick Walker