Daniel Gao

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

• 03/2022 → 05/2022
  Jpmorgan Chase
  New York, NY
• 06/2018 → 03/2022
  Citigroup
  New York, NY
• 04/2013 → 03/2018
  Fidelity Investments
  Smithfield, RI
• 10/2022 → 01/2025
  Lincoln Financial Advisors
  Bellevue, WA
• 06/2022 → 09/2022
  Self-Employed
  Scarsdale, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Bellevue, WA

Previous Registrations

• 2023-01-13 → 2025-01-24
  Osaic Fa, Inc.
  Scarsdale, NY
  Jericho, NY
  Scarsdale, NY
  Bellevue, WA
  Pelham, NY

Other Businesses

1) DANIEL GAO TWO LINCOLN TOWER 10485 NE 6TH STREET SUITE 2528, BELLEVUE, WA 98004 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 02/06/2023 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 2) NEW HORIZONS ADVISORY GROUP LLC TWO LINCOLN TOWER 10485 NE 6TH STREET SUITE 2528, BELLEVUE, WA 98004 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: SOLE OWNER/PRESIDENT DUTIES: OFFERING MARKET RESEARCH AND ANALYSIS SERVICES, MARKETING AND GROWTH STRATEGY CONSULTING SERVICES TO BUSINESSES START DATE: 12/01/2023 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30

Other Names

• Feng Gao