Luguang Luan

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

• 10/2002 → 11/2016
  Signator Investors Inc.
  New York City, NY
• 11/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Pelham, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Pelham, NY

Previous Registrations

• 2016-11-01 → 2025-01-24
  Osaic Fa, Inc.
  Rye Brook, NY
  Jericho, NY
  Hartford, CT
  Pelham, NY
  Brooklyn, NY
• 2007-10-16 → 2016-11-05
  Signator Investors, Inc.
  New York City, NY
  New York, NY

Other Businesses

1). PELHAM VIOLINS 57 STORER AVENUE PELHAM, NY 10803 CATEGORY: RETAIL SERVICE INVESTMENT RELATED: NO TITLE: OWNER/PRESIDENT DUTIES: OWN STRING INSTRUMENT RENTAL BUSINESS START DATE: 2004 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2). LUGUANG LUAN 57 STORER AVENUE PELHAM, NY 10803 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 11/2016 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-28
• S63 Uniform Securities Agent State Law Examination
  1998-07-24