Ross Hamilton Eagles

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

• 05/2014 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2015-06-19 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD

Other Businesses

1. ELLRICH WEALTH ADVISORS, LLC POSITION: Client Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2014 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Client relationship manager. Trading Account reviews Retirement planning updates

Exams

• S66 Uniform Combined State Law Examination
  2015-06-18

Designations

• Certified Financial Planner