Arianna Rae Galvin

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

• 07/2017 → 07/2018
  Capital One Investing, Llc
  Wilmington, DE
• 08/2016 → 07/2017
  Villanova
  Villanova, PA
• 11/2017 → 07/2018
  Capital One Advisors, Llc
  Wilmingto, DE
• 07/2018 → 02/2025
  Lincoln Financial Advisors
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-07-31 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN
• 2017-11-24 → 2018-08-02
  Capital One Advisors, Llc
  Wilmington, DE
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-22

Other Names

• Arianna Rae Plante