Andrew Mcvay

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

• 07/2018 → Present
  Securities America, Inc
  La Vista, NE
• 08/2017 → 05/2018
  University Of Nebraska-Lincoln
  Lincoln, NE
• 05/2017 → 08/2017
  Zurich American Insurance Company
  Omaha, NE
• 08/2016 → 05/2017
  University Of Nebraska-Lincoln
  Lincoln, NE
• 02/2020 → Present
  Securities America, Inc
  La Vista, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 09/2023 → Present
  Woodbury Financial
  Oakdale, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2020-02-25 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2020-02-18

Other Names

• Andrew James Mcvay