Frederic Laurent Rousselin

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

• 12/2012 → 10/2016
  Pnc Bank
  State College, PA
• 10/2016 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2024
  Grove Point Investments, Llc
  Rockville, MD
• 05/2024 → Present
  Osaic
  Port Matilda, PA

Previous Registrations

• 2021-04-01 → 2024-05-03
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Port Matilda, PA
• 2016-11-14 → 2021-04-01
  Grove Point Investments, Llc
  Mcmurray, PA
  Mcmurray, PA
  Port Matilda, PA
• 2007-07-10 → 2012-12-21
  Aris Wealth Services Inc
  State College, PA

Other Businesses

NORMANDY WEALTH MANAGEMENT LLC POSITION: President NATURE: LLC S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 03/17/2017 ADDRESS: 76 Saddle Ridge Road, Port Matilda PA 16870, United States DESCRIPTION: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-03
• S66 Uniform Combined State Law Examination
  2005-08-11