Amanda Anne Boland

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

• 06/2021 → 01/2022
  O'BRien Planning Strategies
  Clarks Summit, PA
• 06/2020 → 06/2021
  Scranton Preparatory School
  Scranton, PA
• 08/2016 → 06/2020
  The University Of Scranton
  Scranton, PA
• 01/2022 → 03/2023
  Fsc
  Clarks Summitt, PA
• 03/2023 → 11/2023
  Fsc
  Clarks Summit, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Clarks Summit, PA

Previous Registrations

• 2022-05-18 → 2023-11-03
  Fsc Securities Corporation
  Clarks Summit, PA

Other Businesses

1) OBRIEN PLANNING STRATEGIES POSITION: Relationship Manager NATURE: Single owner LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/14/2021 ADDRESS: 4004 Fox Hill Road, S Abington Township PA 18411, United States DESCRIPTION: Administrative duties and relationship manager. 2) AMANDA BOLAND POSITION: Insurance Agent NATURE: Insurance agent as a sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/16/2023 ADDRESS: 4004 Fox Hill Road, S. Abington Twp. PA 18411, United States DESCRIPTION: Sale and service of life insurance, fixed annuities, and long-term care insurance.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-14