Arron Christopher Reid

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

• 07/2002 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plainsboro, NJ
• 05/2023 → 01/2025
  Lincoln Financial Advisors
  Middletown, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Middletown, NJ

Previous Registrations

• 2023-05-02 → 2025-01-24
  Osaic Fa, Inc.
  Middletown, NJ
  Chicago, IL
• 2004-03-22 → 2022-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Plainsboro, NJ
  New York, NY
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ
  New York, NY
  Pennington, NJ
  Jersey City, NJ
  New York, NY
  Pennington, NJ

Other Businesses

1. DEROSE FPG, LLC POSITION: Investment Analyst NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/03/2022 ADDRESS: 8755 West Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Investment analyst for a financial planning team.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-01

Other Names

• Arron Reid