Brian L Chan

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

• 09/2015 → 01/2024
  Woodbury Financial Services Inc
  Diamond Bar, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Diamond Bar, CA

Other Businesses

1. BRIAN CHAN, CRTP POSITION: Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2018 ADDRESS: 21671 Gateway Center Drive, Suite 112, Diamond Bar CA 91765, United States DESCRIPTION: Tax Preparation 2. BRIAN CHAN POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2021 ADDRESS: 21671 Gateway Center Drive, Suite 112, Diamond Bar CA 91765, United States DESCRIPTION: Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2024-09-24
• S63 Uniform Securities Agent State Law Examination
  2015-11-17

Other Names

• Brian Chan
• Brian Lingfeng Chan