Brian Patrick Feeley

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

• 03/2005 → 05/2019
  Metlife Securities Inc.
  Baltimore, MD
• 03/2005 → 05/2019
  Metropolitan Life Insurance Co
  Baltimore, MD
• 07/2016 → 05/2019
  Massachusetts Mutual Life Insurance Company
  Elkridge, MD
• 03/2017 → 05/2019
  Mml Investors Services, Llc
  Elkridge, MD
• 05/2019 → 09/2020
  Securities Service Network
  Perry Hall, MD
• 05/2019 → 09/2020
  Ssn Advisory, Inc
  Perry Hall, MD
• 09/2020 → 06/2024
  Securities America, Inc.
  Perry Hall, MD
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Perry Hall, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Perry Hall, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Perry Hall, MD

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Perry Hall, MD
• 2019-05-20 → 2020-09-18
  Ssn Advisory, Inc.
  Perry Hall, MD
• 2017-03-25 → 2019-05-17
  Mml Investors Services, Llc
  Baltimore, MD
  Hunt Valley, MD
  Elkridge, MD
• 2006-09-06 → 2017-03-25
  Msi Financial Services, Inc.
  Elkridge, MD
  Baltimore, MD
  Baltimore, MD

Other Businesses

1. Brian Feeley - 5034 Strawbridge Terrace Perry Hall, MD 21128 - 01/2010 - NIR - Own Rental houses - Maintain rental houses - Sole Prop - 0 hrs/mo trading 2. FEELEYLLC POSITION: Property Manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2008 ADDRESS: 101 Spruce Woods Court, Abingdon MD 21009, United States DESCRIPTION: Townhouse rental 3. FEELEYLLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 300 Tall Pines Court, Unit D, Abingdon MD 21009, United States DESCRIPTION: Property manager - this is a condominium 4. FEELEY FINANCIAL PLANNING POSITION: Owner NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2020 ADDRESS: 5034 Strawbridge Terrace, Perry Hall MD 21128, United States DESCRIPTION: This is my business through SA - just with a DBA name. 5. FEELEY FINANCIAL PLANNING POSITION: Owner NATURE: Sole Prop - ran through Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2019 ADDRESS: 70 Robinson Landing Road, Severna Park MD 21146, United States DESCRIPTION: Servicing client needs

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-11-30
• S65 Uniform Investment Adviser Law Examination
  2006-08-18

Other Names

• Brian Feeley
• Brian Patrick Feeley