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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| NJ | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp | Miami Lakes | FL | 10/2003 | 07/2020 |
| Securities America, Inc. | Rutherford | NJ | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Rutherford | NJ | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Rutherford | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Rutherford | NJ | 06/2024 | Present |
1. DEBRA MURAWSKI POSITION: broker of record NATURE: Insurance both Medical,and Life, INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2009 ADDRESS: 66 W. Pierrepont Ave, Rutherford NJ 07070, United States DESCRIPTION: Provide Medical/Health insurance to a small business, provide term life insurance and/or long term care insurance to individuals and small businesses as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-08 |
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