Michael J Morrow

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

• 01/2016 → 04/2018
  Capital One Investing Llc
  Wilmington, DE
• 04/2018 → 10/2019
  Wilmington Trust
  Wilmington, DE
• 04/2018 → 10/2019
  M&T Securities, Inc.
  Wilmington, DE
• 10/2019 → Present
  Unemployed
  Chester Springs, PA
• 12/2019 → Present
  Lincoln Financial Advisors
  Philadelphia, PA
• 12/2019 → Present
  Lincoln Financial Securities Corporation
  Philadelphia, PA
• 12/2019 → Present
  Lincoln Financial Advisors & Securities / Osaic Fa & Fs
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-12-06 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN
• 2018-04-27 → 2019-10-28
  M&T Securities, Inc.
  Baltimore, MD
  Wilmington, DE
  Buffalo, NY
• 2016-03-15 → 2018-04-10
  Capital One Advisors, Llc
  Wilmington, DE
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-13
• S63 Uniform Securities Agent State Law Examination
  2011-11-23

Other Names

• Michael Morrow