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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| NY | RA | APPROVED | 2021-04-26 |
| SC | RA | APPROVED | 2016-01-13 |
| NE | RA | APPROVED | 2015-04-02 |
| FL | RA | APPROVED | 2011-01-21 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
331 Newman Springs Rd Building 3, Floor 2, Ste 216, Red Bank, NJ 07701 • United States
7-9 Main Street, Sidney, NY 13838 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maiorano & Associates, Inc. | Brooklyn | NY | 01/2008 | Present |
| Era Personal Real Estate | Brooklyn | NY | 01/2007 | Present |
| Jb Taxpro | Brooklyn | NY | 01/2006 | Present |
| Royal Alliance Associates, Inc. | Brooklyn | NY | 02/2008 | Present |
1. MAIORANO & ASSOCIATES INC.; NON-INVESTMENT RELATED; 8754 BAY 16TH STREET BROOKLYN NY 11214; STATUTORY AGENT; STARTED 01/2008; 20 HRS/MTH; 8 HRS/MTH DURING ST HOURS; TAX PREPARATION. 2. CRUMP,JURS MONTGOMERY, NRL WEALTH CREATIONS POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/08/2011 ADDRESS: Garden City, NY, Garden City, NY NY 11501, United States DESCRIPTION: Fixed annuities and Life Insurance, Long Term Care And Health 3. RENTAL PROPERTY - POSITION: Owner NATURE: Sole Proprietorship - Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1023 Wyoming Drive, Pocono Lake PA 18347, United States DESCRIPTION: Maintain and operate Rental property that I own. Includes collecting rental income, paying expenses, finding tenant, maintaining property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-01 |
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