Matthew Aversa

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

• 01/2016 → 04/2018
  Axa Advisors Llc
  New York, NY
• 04/2018 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2018-04-10 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
• 2016-05-12 → 2018-03-30
  Equitable Advisors, Llc
  Columbia, MD
  Glenville, PA
  Columbia, MD
  Timonium, MD
  Sparks, MD

Other Businesses

1. MALLER WEALTH ADVISORS, INC, 201 INTERNATIONAL CIRCLE, STE 100, HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2. PATHFINDERS FOR AUTISM POSITION: Golf Committee Board Member NATURE: Pathfinders is a 501(c)(3) charitable organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 1954 Greenspring Drive, LL20, Timonium MD 21093, United States DESCRIPTION: Assist in the marketing, organization and execution of the annual fundraiser/golf event.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-11
• S63 Uniform Securities Agent State Law Examination
  2016-01-21

Designations

• Chartered Financial Consultant