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Avery John Tannenbaum

Osaic Wealth, Inc.

San Ramon, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27

Branch Locations

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • 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
OrganizationCityStateFromTo
Cmg/Diversified Mortgage Group Pleasanton CA 06/2016 Present
Ascend Financial Group Belle Vernon CA 04/2024 06/2024
Foothill High School Pleasanton CA 08/2015 06/2019
Seattle University Seattle WA 08/2019 06/2024
Equitable Advisors, Llc New York NY 02/2025 Present
Osaic Wealth, Inc Sam Ramon CA 01/2026 Present
  • 06/2016 → Present
    Cmg/Diversified Mortgage Group
    Pleasanton, CA
  • 04/2024 → 06/2024
    Ascend Financial Group
    Belle Vernon, CA
  • 08/2015 → 06/2019
    Foothill High School
    Pleasanton, CA
  • 08/2019 → 06/2024
    Seattle University
    Seattle, WA
  • 02/2025 → Present
    Equitable Advisors, Llc
    New York, NY
  • 01/2026 → Present
    Osaic Wealth, Inc
    Sam Ramon, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17
Other Names
  • Avery Tannenbaum

View on SEC IAPD

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Other Offices

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
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