Edward John Curtin

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

• 09/2014 → 10/2017
  John Hancock Distributors
  Boston, MA
• 10/2017 → 12/2018
  The Leaders Group, Inc.
  Littleton, CO
• 10/2017 → 01/2019
  Bka Private Wealth Consltants/Bka Financial
  Elmira, NY
• 02/2020 → 05/2026
  Diversified Brokerage Services Inc, An Nfp Company
  Minneapolis, MN
• 10/2019 → 02/2020
  Independent Financial Agent
  New York, NY
• 02/2020 → 05/2026
  The Leaders Group, Inc.
  Littleton, CO
• 01/2019 → 09/2019
  Parter Nap
  New York, NY
• 06/2026 → Present
  Osaic Wealth, Inc.
  Greensboro , NC

Other Businesses

1. MG FINANCIAL ADVISORS POSITION: Associate Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2026 ADDRESS: 914 Wyoming Ave., Billings MT 59101, United States DESCRIPTION: Junior advisor - working with Josh Medvidofsky

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-02

Designations

• Certified Financial Planner