Brian Joseph Kurrus

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

• 09/2002 → 11/2018
  Sii/John Hancock
  Mclean, VA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Vienna, VA

Previous Registrations

• 2004-09-13 → 2018-11-02
  Signator Investors, Inc.
  Mclean, VA
  Vienna, VA

Other Businesses

1. Financial Planning presentations to federal employees: NITP 39 W Montgomery Ave Rockville, MD 20850, start 10/23/17, approx. 10 hrs mo, 6 hrs trading.... 2. FIXED INSURANCE POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2026 ADDRESS: 8607 Westwood Center Drive, 3rd Floor, Vienna VA 22182, United States DESCRIPTION: Sales and service of fixed insurance products such as life, LTC, DI and annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-14
• S63 Uniform Securities Agent State Law Examination
  2004-02-11

Designations

• Certified Financial Planner