Alexander C Petrovich

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

Authority	Category	Status	Date
MA	RA	APPROVED	2026-04-23
TX	RA	APPROVED_RES	2026-01-13
FL	RA	APPROVED	2026-01-09
NC	RA	APPROVED	2026-01-09
TN	RA	APPROVED	2019-02-05
CA	RA	APPROVED	2019-02-01
PA	RA	APPROVED	2019-02-01

MA RA
APPROVED

Since 2026-04-23
TX RA
APPROVED_RES

Since 2026-01-13
FL RA
APPROVED

Since 2026-01-09
NC RA
APPROVED

Since 2026-01-09
TN RA
APPROVED

Since 2019-02-05
CA RA
APPROVED

Since 2019-02-01
PA RA
APPROVED

Since 2019-02-01

Branch Locations

Bethel Park, PA • United States

2300 Windy Ridge Pkwy Suite 750, Atlanta, GA 30339 • 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

Organization	City	State	From	To
Pnc Investments	Pittsburgh	PA	07/2016	02/2019
Osaic Wealth, Inc.	Nashville	TN	02/2019	Present

07/2016 → 02/2019

Pnc Investments

Pittsburgh, PA
02/2019 → Present

Osaic Wealth, Inc.

Nashville, TN

Previous Registrations

2009-02-24 → 2019-02-07

Pnc Wealth Management Llc

Pittsburgh, PA

Cincinnati, OH

Cincinnati, OH

Cincinnati, OH

Cincinnati, OH

Cincinnati, OH

Cincinnati, OH

Cooper City, FL

Dravosburg, PA

Perryopolis, PA

Morgantown, WV

Morgantown, WV

California, PA

Carmichaels, PA

Hallandale, FL

Donegal, PA

Greensburg, PA

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA

Alachua, FL

Newberry, FL

Gainesville, FL

Gainsville, FL

Pembroke Gardens, FL

Pittsburgh, PA

Other Businesses

1. INNOVATIVE WEALTH TEAM, LLC POSITION: Head of Innovative Wealth Team NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2025 ADDRESS: 12575 Faraday Ln Orlando FL 32827 DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products. 2. INNOVATIVE WEALTH TEAM, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2025 ADDRESS: 12575 Faraday Ln Orlando FL 32827 DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 3. MH RETAIL HOLDINGS LLC - ADVISORY COUNCIL POSITION: Advisory Council NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 12575 Faraday Ln Orlando FL 32827 DESCRIPTION: Limited to participation in the company's advisory council to provide advice on technology and process improvements.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-02-23
S63	Uniform Securities Agent State Law Examination	2008-05-27

S65 Uniform Investment Adviser Law Examination

2009-02-23
S63 Uniform Securities Agent State Law Examination

2008-05-27

View on SEC IAPD