Cynthia Lynn Gallagher

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-01-24

OH RA
APPROVED

Since 2025-01-24

Branch Locations

100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • 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

Organization	City	State	From	To
Lincoln Financial Advisors	Orange Village	OH	01/2009	01/2025
Osaic Wealth, Inc.	Orange Village	OH	01/2025	Present

01/2009 → 01/2025

Lincoln Financial Advisors

Orange Village, OH
01/2025 → Present

Osaic Wealth, Inc.

Orange Village, OH

Previous Registrations

2006-02-07 → 2025-01-24

Osaic Fa, Inc.

Solon, OH

Orange Village, OH

Solon, OH

Solon, OH

Other Businesses

COMPREHENSIVE PLANNERS INC. POSITION: Employee NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2024 ADDRESS: 31000 Edgewood Road, Pepper Pike OH 44124, United States DESCRIPTION: Assistant

Designations

Certified Financial Planner

Other Names

Cynthia Lynn Masson

View on SEC IAPD