Craig Peterson

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

• 08/2020 → Present
  New York Life Insurance Company
  Pittsburgh, PA
• 07/2020 → 10/2020
  Umemployed
  Pittsburgh, PA
• 06/2018 → 07/2020
  Ceco Environmental Company
  Dallas, TX
• 08/2017 → 05/2018
  Iowa State University
  Ames, IA
• 05/2017 → 08/2017
  World's Finest Chocolate
  Chicago, IL
• 08/2016 → 05/2017
  Iowa State University
  Ames, IA
• 04/2021 → 09/2025
  Nylife Securities Llc.
  Pittsburgh, PA
• 01/2024 → Present
  Transparent Financial Solutions, Llc
  Pittsburgh, PA
• 02/2024 → Present
  Eagle Strategies Llc
  Pittsburgh, PA
• 09/2025 → Present
  Osaic Wealth, Inc.
  Canonburg, PA

Previous Registrations

• 2024-02-07 → 2025-09-26
  Eagle Strategies Llc
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-02
• S63 Uniform Securities Agent State Law Examination
  2021-06-03