David Anthony Wassel

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

• 07/1998 → Present
  Guardian Life Insurance Co. Of America
  New York, NY
• 01/2001 → 08/2017
  H. Beck, Inc.
  Rockville, MD
• 08/2017 → 01/2024
  Woodbury Financial Services Inc
  Lutherville, MD
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lutherville, MD

Previous Registrations

• 2017-09-29 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lutherville, MD
  Lutherville, MD
  Timonium, MD
• 2001-02-06 → 2017-09-29
  Grove Point Investments, Llc
  Lutherville, MD
  Lutherville, MD

Other Businesses

1) SUMMER FINANCIAL, INC. POSITION: owner/advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/1997 ADDRESS: 19 Hunt Valley View Terrace, Phoenix MD 21131, United States DESCRIPTION: Life, DI, health insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2001-01-19
• S63 Uniform Securities Agent State Law Examination
  1998-03-05

Designations

• Certified Financial Planner