Charles Taliaferro Bailey

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

• 05/2009 → 04/2018
  Chapin Davis
  Baltimore, MD
• 04/2018 → 08/2021
  Ameriprise Financial Services Inc
  Lutherville Timonium, MD
• 08/2021 → 06/2024
  Securities America, Inc
  Arnold, MD
• 08/2021 → 06/2024
  Securities America Advisors
  Arnold, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Arnold, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Arnold, MD

Previous Registrations

• 2021-08-20 → 2024-06-14
  Securities America Advisors, Inc.
  Arnold, MD
• 2018-04-09 → 2021-08-24
  Ameriprise Financial Services, Llc
  Lutherville Timonium, MD
• 2009-05-04 → 2018-04-24
  Chapin, Davis
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
• 2004-07-12 → 2009-05-13
  Ubs Financial Services Inc.
  Baltimore, MD
  Baltimore, MD
• 2002-12-17 → 2003-08-04
  Ameriprise Financial Services, Llc
  Annapolis, MD

Other Businesses

1. EXECUTOR OF MY PARENTS ESTATE POSITION: Executor of Estate NATURE: I am executor of my parents estate. I will be disbursement their assets when they pass on to the next life. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2021 ADDRESS: 3113 East Baltimore Street, Baltimore MD 21224 DESCRIPTION: Disbursing my parents assets to my brother and I when they die. 2. INSURANCE POSITION: Provide Insurance to clients NATURE: Insurance Sales for Life, Health, Disability, Long-Term Care and Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/20/2021 ADDRESS: 3113 East Baltimore Street, Baltimore MD 21224 DESCRIPTION: Insurance Sales for Life, Health, Disability, Long-Term Care and Annuities.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-16

Other Names

• Tali Bailey
• Charles Taliaferro Bailey
• Charles Taliaferro Bailey