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Ryan T Chester

Osaic Wealth, Inc.

Birmingham, AL

Anaheim, CA

CRD 5219905

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-07-01
CA RA APPROVED 2025-07-01
  • AL RA
    APPROVED
    Since 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

3535 Grandview Parkway Suite 500, Birmingham, AL 35243 • United States

Anaheim, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bga Insurance Costa Mesa CA 03/2014 Present
Cetera Advisors Network Llc El Segundo CA 07/2015 02/2019
The Leaders Group, Inc. Littleton CO 03/2019 05/2025
The Rub Company, Inc. Buena Park CA 01/2008 Present
Smoqued Bbq Orange Llc Royal Oak MI 01/2012 Present
Osaic Wealth/Highland Capital Birmingham AL 03/2025 Present
  • 03/2014 → Present
    Bga Insurance
    Costa Mesa, CA
  • 07/2015 → 02/2019
    Cetera Advisors Network Llc
    El Segundo, CA
  • 03/2019 → 05/2025
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2008 → Present
    The Rub Company, Inc.
    Buena Park, CA
  • 01/2012 → Present
    Smoqued Bbq Orange Llc
    Royal Oak, MI
  • 03/2025 → Present
    Osaic Wealth/Highland Capital
    Birmingham, AL
Previous Registrations
  • 2019-04-15 → 2025-07-18
    Costa Mesa, CA
    Summit, NJ
  • 2015-09-14 → 2019-02-25
    Cetera Wealth Services, Llc
    El Segundo, CA
    Costa Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-11
S63 Uniform Securities Agent State Law Examination 2007-05-23
  • S66 Uniform Combined State Law Examination
    2015-09-11
  • S63 Uniform Securities Agent State Law Examination
    2007-05-23

View on SEC IAPD

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