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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-15 |
Branch Locations
1591 Mcdaniel Drive, West Chester, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ltfs Incorporated | Newtown | PA | 10/1998 | Present |
| O'NEill Financial Group | West Chester | PA | 08/1998 | Present |
| National Planning Corporation | West Chester | PA | 11/2013 | 11/2017 |
| Lpl Financial Llc | West Chester | PA | 11/2017 | 05/2024 |
| Osaic Wealth, Inc. | West Chester | PA | 05/2024 | Present |
1. THE O'NEILL FINANCIAL GROUP POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2021 ADDRESS: 1591 McDaniel Drive, West Chester, PA 19380, United States DESCRIPTION: President, The O'Neill Financial Group 2. O'NEILL & COMPANY, INC. POSITION: tax preparer NATURE: Tax Prep INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/1998 ADDRESS: 1591 McDaniel Drive, West Chester PA 19380, United States DESCRIPTION: I prepare income taxes during tax season. 3. THE ONEILL FINANCIAL GROUP LLC SHANNON BERNADETTE ONEILL SOLE MBR POSITION: Sole Member / President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2026 ADDRESS: 1591 McDaniel Drive, West Chester PA 19380, United States DESCRIPTION: I am just changing my business to an LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-11 |
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