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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Village Of Mcdonald | Mcdonald | OH | 05/2023 | 08/2023 |
| Home Depot | Hermitage | PA | 04/2024 | 02/2025 |
| Mcdonald Local School Districts | Mcdonald | OH | 10/2023 | 03/2025 |
| Henegan Financial | Greenville | PA | 05/2025 | 08/2025 |
| Hannon & Associates Financial Services Llc | Youngstown | OH | 02/2025 | Present |
| Mcdonald Local School Districts | Mcdoanld | OH | 01/2015 | 05/2023 |
| Osaic Wealth, Inc. | Youngstown | OH | 08/2025 | Present |
HANNON & ASSOCIATES FINANCIAL SERVICES LLC POSITION: Registered Assistant NATURE: Lori Costantino is the owner and operator of the LLC. It is under Hannon & Associates Financial Services LLC. She allows me to use this business name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/03/2025 ADDRESS: 47 Westchester, Youngstown OH 44515, United States DESCRIPTION: Assist Lori in mostly all of her duties, specifically with servicing clients and their accounts. I have my series 7 and 66. I also answer the phones and provide overall assistance to the office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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