Courtney Lee Schiavo

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-01-24

NJ RA
APPROVED

Since 2025-01-24

Branch Locations

Manasquan, NJ • United States

125 Half Mile Road Suite 102, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Edison	NJ	04/2013	01/2025
Osaic Wealth, Inc.	Red Bank	NJ	01/2025	Present

04/2013 → 01/2025

Lincoln Financial Advisors

Edison, NJ
01/2025 → Present

Osaic Wealth, Inc.

Red Bank, NJ

Previous Registrations

2014-09-22 → 2025-01-24

Osaic Fa, Inc.

Iselin, NJ

Red Bank, NJ

Other Businesses

POWER OF ATTORNEY POSITION: Agent NATURE: In the event of my father's disability or incapacitation, I will act as Power of Attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2021 ADDRESS: 2644 River Road, Wall NJ 08736, United States DESCRIPTION: In the event of my father's disability or incapacitation, I will act as Power of Attorney.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-18

S66 Uniform Combined State Law Examination

2014-09-18

Other Names

Courtney Lee O'COnnor
Courtney Lee O'COnnor

View on SEC IAPD