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Marcin W Krolikowski

Osaic Wealth, Inc.

Warwick, RI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-04
MA RA APPROVED 2024-03-05
FL RA APPROVED 2024-02-21
TX RA APPROVED 2019-07-31
CT RA APPROVED 2019-05-01
RI RA APPROVED 2018-11-02
  • NC RA
    APPROVED
    Since 2024-11-04
  • MA RA
    APPROVED
    Since 2024-03-05
  • FL RA
    APPROVED
    Since 2024-02-21
  • TX RA
    APPROVED
    Since 2019-07-31
  • CT RA
    APPROVED
    Since 2019-05-01
  • RI RA
    APPROVED
    Since 2018-11-02

Branch Locations

935 Jefferson Boulevard Suite 2000, Warwick, RI 02886 • 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
Sii Warwick RI 06/2016 11/2018
Providence College Providence RI 08/2014 Present
Osaic Wealth, Inc. Warwick RI 11/2018 Present
  • 06/2016 → 11/2018
    Sii
    Warwick, RI
  • 08/2014 → Present
    Providence College
    Providence, RI
  • 11/2018 → Present
    Warwick, RI
Previous Registrations
  • 2016-07-22 → 2018-11-02
    Signator Investors, Inc.
    Warwick, RI
Other Businesses

1. ASSOCIATE PROFESSOR (PROVIDENCE COLLEGE) POSITION: Associate Professor NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2014 ADDRESS: 1 Cunningham Square, Providence RI 02908, United States DESCRIPTION: Teaching and Research 2. CFA SOCIETY PROVIDENCE POSITION: Vice President & Secretary NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: PO BOX 41027, Providence RI 02940, United States DESCRIPTION: I take minutes of the meetings 3. WALL STREET PREP POSITION: Teaching Assistant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2021 ADDRESS: 11 Ivanhoe Street, Newton MA 02458, United States DESCRIPTION: Teaching Assistant in a fixed income class for Wall Street Prep 4. INSURNACE BROKER POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 935 Jefferson Blvd, Warwick RI 02886, United States DESCRIPTION: Conduct due diligence on insurance vendors. Provide solutions to clients 5. AMP CONSULTING GROUP POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 05/23/2023 ADDRESS: 935 Jefferson Blvd, Warwick RI 02886, United States DESCRIPTION: AMP Consulting Group is the marketing name for the services we provide. 6. PHYSICIAN FOCUSED FINANCE POSITION: Investment Team Support NATURE: Simple marketing name associated with one of the advisors that we support as part of her investment management team.Her niche target market is physicians and this marketing OBA name is simply for her to specifically target the market. The advisor is within our OSJ.We contribute investment through leadership and content focused on physicians and split business generated under a split rep code INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 04/23/2024 ADDRESS: 935 Jefferson Blvd, Warwick RI 02886, United States DESCRIPTION: We contribute investment thought leadership and content focused physicians and split business generated under a split rep code.We help research solutions that would appeal to physicians and help the lead advisor communicate that to her clients 7. AMP CONSULTING GROUP POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 05/23/2023 ADDRESS: 935 Jefferson Blvd, Warwick RI 02886, United States DESCRIPTION: AMP Consulting Group is the marketing name for the services we provide. 8. ROYAL ONE FINANCIAL POSITION: Investment Management Team NATURE: We work with Rulla Nehme as part of ensemble practice on a joint rep code, focusing on investment advisory support INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2023 ADDRESS: 400 Westminster, Providence RI 02903, United States DESCRIPTION: Support Rulla with management of her advisory portfolios, content and thought leadership

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-21
  • S66 Uniform Combined State Law Examination
    2016-07-21
Designations

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