Ryan Andrew Martin

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

• 06/2012 → 01/2025
  Lincoln Financial Advisors
  Virginia Beach, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2012-06-19 → 2025-01-24
  Osaic Fa, Inc.
  Virginia Beach, VA
• 2011-08-23 → 2012-06-21
  Valic Financial Advisors, Inc.
  North Chesterfield, VA

Other Businesses

1) MPS HOLDINGS LLC - 405 PARK ROAD, SUFFOLK, VA 23434 CATEGORY: REAL ESTATE/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: THERE ARE 4 OWNERS OF THE LLC, EACH OWNING 25%, OF WHICH I AM ONE. I WILL HAVE NO DAY-TO-DAY DUTIES/ACTIVITIES RELATED TO THE LLC. I WILL ONLY BE CONSULTED WHEN MEMBER DECISIONS NEED TO BE MADE. START DATE: 1/5/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) SHEPHERD FINANCIAL GROUP, ONE COLUMBUS CENTER, STE 800, VIRGINIA BEACH VA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF FIXED ANNUITIES START DATE: 04/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) INLET FINANCIAL GROUP POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3913 Walkers Bend Dr, Chesapeake VA 23321, United States DESCRIPTION: This is a marketing name for my securities business through Osaic. My only duties with respect to the LLC is to compile the financial data for the accountant to file the tax return.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-13

Designations

• Certified Financial Planner

Other Names

• Ryan Martin