Gregory Joseph Beaulieu

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

• 07/2012 → 11/2018
  Jhfn Sii
  Warwick, RI
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Warwick, RI

Previous Registrations

• 2013-01-30 → 2018-11-02
  Signator Investors, Inc.
  Warwick, RI

Other Businesses

1. INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/25/2012 ADDRESS: 935 Jefferson Blvd., Suite 2000, Warwick RI 02889, United States DESCRIPTION: Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2012-12-29