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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando | FL | 04/2010 | 01/2023 |
| Agia | Houston | TX | 12/2022 | Present |
| Lincoln Financial Advisors Corporation | Oviedo | FL | 01/2023 | 01/2025 |
| Osaic Wealth, Inc. | Oviedo | FL | 01/2025 | Present |
1) ROSENSTOCK WEALTH MANAGEMENT LLC POSITION: Agent NATURE: solicit and service insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2022 ADDRESS: 1275 Pima St, Oviedo FL 32765, United States DESCRIPTION: solicit and service insurance business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
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