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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
125 Half Mile Road Suite 102, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Edison | NJ | 04/2006 | 01/2025 |
| Osaic Wealth, Inc. | Red Bank | NJ | 01/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-11 |
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