Lawrence Eric Wyss

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

• 06/2002 → 11/2018
  M&T Bank
  Buffalo, NY
• 08/2003 → 11/2018
  M&T Securities
  Buffalo, NY
• 11/2018 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2018-11-05 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD

Other Businesses

1) LAWRENCE WYSS 211 BLENHEIM ROAD BALTIMORE MD CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MANAGE RENTAL PROPERTY START DATE: 03/2006 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 2) HERITAGE FINANCIAL CONSULTANTS, LLC / LAWRENCE WYSS 307 INTERNATIONAL CIRCLE, SUITE 390 HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 03/2019 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40. 3) HERITAGE FINANCIAL CONSULTANTS POSITION: Director of Financial Planning NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2019 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: My role and primary function at Heritage is serving as the Director of Financial Planning for the advisors at Heritage. This includes research, plan development and deliverables, and periodic firm-wide training in the financial planning scope of the business 4) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG payout with Heritage Financial Consultants, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-07

Designations

• Certified Financial Planner

Other Names

• Eric Wyss