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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-26 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Advisory Services Llc | Edison | NJ | 03/2015 | 09/2019 |
| Foresters Financial Services | Edison | NJ | 07/2016 | 09/2019 |
| Royal Alliance | Matawan | NJ | 09/2019 | 04/2021 |
| Pruco Securities, Llc. | Newark | NJ | 04/2021 | 07/2023 |
| Prudential Insurance Company Of America | Newark | NJ | 04/2021 | 07/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 07/2023 | Present |
1. SELF-EMPLOYED POSITION: N/A NATURE: I list items for sale on Poshmark, a buying/selling platform, and receive payment from buyers for those items. I do not have a registered business entity and do not have a direct employer. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 5 Merritt Terrace, Matawan NJ 07747, United States DESCRIPTION: I post items for sale on Poshmark. If/when they sell, I receive payment from buyers through Poshmark. Poshmark takes 20% of the sale price and I receive 80%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-02 |
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