Drew William Brown

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

• 12/2025 → Present
  Osaic Wealth, Inc.
  Lake Placid, NY
• 02/2016 → 02/2019
  Mirror Lake Inn Resort & Spa
  Lake Placid, NY
• 04/2019 → 12/2025
  American Management Association
  Saranac Lake, NY

Other Businesses

1. KEYES FINANCIAL SERVICES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/05/2026 ADDRESS: 12 MORNINGSIDE DRIVE, #2, LAKE PLACID NY 12946, United States DESCRIPTION: Services Clients 2. BK CAPITAL LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/05/2026 ADDRESS: 360 Main street Suite E, Durham CT 06422, United States DESCRIPTION: Servicing clients 3. BK CAPITAL INSURANCE GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/05/2026 ADDRESS: 360 Main st, #E, Durham CT 06422, United States DESCRIPTION: Servicing Clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-24
• S63 Uniform Securities Agent State Law Examination
  2026-01-20