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Douglas Cameron Brown

Osaic Wealth, Inc.

Red Bank, NJ

Red Bank, NJ

CRD 4877751

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

Red Bank, NJ • United States

125 Half Mile Road Suite 102, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corp Edison NJ 04/2006 01/2025
Osaic Wealth, Inc. Red Bank NJ 01/2025 Present
  • 04/2006 → 01/2025
    Lincoln Financial Advisors Corp
    Edison, NJ
  • 01/2025 → Present
    Red Bank, NJ
Previous Registrations
  • 2006-04-06 → 2025-01-24
    Osaic Fa, Inc.
    Iselin, NJ
    Red Bank, NJ
Other Businesses

1)DOUGLAS BROWN 125 HALF MILE ROAD RED BANK NJ 07701 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONGER TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 1/1/2009 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2)DOUG C BROWN 125 HALF MILE ROAD, SUITE 102 RED BANK NJ 07701 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL FIXED LIFE INSURANCE FROM NON-LINCOLN LIFE CARRIERS START DATE: 3/18/2021 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-11
  • S66 Uniform Combined State Law Examination
    2005-05-11
Designations
  • Certified Financial Planner
Other Names
  • Douglas Brown

View on SEC IAPD

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