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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| PA | RA | APPROVED | 2025-03-03 |
| NJ | RA | APPROVED | 2025-02-28 |
Branch Locations
1300 Route 73 Suite 110, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2020 | 06/2021 |
| Amazon | Logan Township | NJ | 06/2019 | 12/2019 |
| Allstate Insurance | Philadelphia | PA | 09/2018 | 02/2020 |
| Jordano Electric | Hackensack | NJ | 05/2018 | 07/2018 |
| Party City | Sicklerville | NJ | 07/2015 | 05/2018 |
| Unemployed | Sicklerville | NJ | 08/2010 | 08/2017 |
| Rowan College | Deptford | NJ | 09/2017 | 05/2019 |
| Jpmorgan Chase Bank Na | Summit | NJ | 12/2021 | 02/2025 |
| Jpmorgan Securities Llc | Summit | NJ | 12/2021 | 02/2025 |
| Unemployed | Sicklerville | NJ | 07/2021 | 11/2021 |
| Strategic Financial | Mount Laurel | NJ | 02/2025 | Present |
| Osaic Wealth, Inc. | Mount Laurel | NJ | 02/2025 | Present |
1. CHRISTOPHER CUDEYRO FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/28/2025 ADDRESS: 1300 NJ-73 Suite 110, Mt Laurel Township NJ 08054, United States DESCRIPTION: Insurance licensed to assist in the sales and service of fixed insurance and annuities 2. STRATEGIC FINANCIAL SERVICES CORP. POSITION: Vice President NATURE: Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/28/2025 ADDRESS: 1300 NJ-73 Suite 110, Mt Laurel Township NJ 08054, United States DESCRIPTION: Registered Assistant to Andrew Leithe who is the owner and financial planner for the business. I assist with preparing client meetings, client service, investment research and other client related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
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