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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-03 |
Branch Locations
Hasbrouck Heights, NJ • United States
300 Knickerbocker Rd Suite 2600, Cresskill, NJ 07626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Paramus | NJ | 06/2009 | 10/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2018 |
| Winslow, Evans & Crocker, Inc. | Boston | MA | 10/2018 | 03/2021 |
| National Securities Corporation | Paramus | NJ | 03/2021 | 07/2022 |
| B. Riley Wealth Advisors | Paramus | NJ | 03/2021 | 12/2024 |
| B. Riley Wealth Management | Paramus | NJ | 07/2022 | 12/2024 |
| Osaic Wealth Inc | Cresskill | NJ | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2000-04-26 |
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