Nicholas Purcell

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

• 01/2022 → 02/2023
  Heritage Financial Consultants, Llc.
  Hunt Valley, MD
• 06/2021 → 08/2021
  Aflac
  Melville, NY
• 06/2020 → 08/2020
  Premium Merchant Funding
  New York, NY
• 05/2019 → 08/2019
  Morgan Stanley
  New York, NY
• 12/2019 → 01/2020
  Morgan Stanley
  New York, NY
• 08/2018 → 05/2022
  Towson University
  Towson, MD
• 09/2014 → 06/2018
  General Douglas Macarthur High School
  Levittown, NY
• 03/2018 → 08/2018
  That Pizza Place
  Levittown, NY
• 11/2013 → 06/2018
  Catholic Youth Organization Sports
  Levittown, NY
• 02/2023 → 01/2025
  Lincoln Financial Advisors
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2023-11-14 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
  Vienna, VA

Other Businesses

1. HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2023 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Create financial plans for the clients of the Heritage planners.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-13

Designations

• Certified Financial Planner

Other Names

• Nicholas James Purcell