Myrna Kassis

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

• 03/2015 → 01/2025
  Lincoln Financial Advisors
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2015-03-02 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Sarasota, FL
• 2005-10-10 → 2013-04-19
  Osaic Fa, Inc.
  Vienna, VA
  Vienna, VA
• 2004-05-07 → 2005-10-07
  Ameriprise Financial Services, Llc
  Centreville, VA

Other Businesses

1. MYRNA KASSIS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes HOURS PER MONTH: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/2024 ADDRESS: 99 HUDSON ST, UNIT 402, JERSEY CITY, NJ DESCRIPTION: Condo Rental 2. ZEDEN FINANCIAL POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 11/11/2025 ADDRESS: 1760 Assisi DR, Sarasota FL 34231, United States DESCRIPTION: Financial planning, Insurance, CDFA work and Investment DBA

Exams

• S66 Uniform Combined State Law Examination
  2004-02-20