Robert Harrison Ellrich

Current Employers

Employment History

• 07/2005 → 01/2025
  Lincoln Financial Advisors Corp
  Lutherville, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2006-03-07 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
  Vienna, VA
  Lutherville, MD

Other Businesses

1. ELLRICH WEALTH ADVISORS, LLC LUTHERVILLE MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: PRESIDENT DUTIES: ENTITY USED FOR RECEIVING COMMISSIONS AND FEES TO SUPPORT PAYROLL AND EXPENSES START DATE: 01/2014 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 1 2. HERITAGE FINANCIAL CONSULTANTS POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC 3. OUTSIDE INSURANCE BROKER POSITION: Other (please explain) Insurance Broker NATURE: Outside Insurance Broker - Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2009 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Offer insurance products to clients. 4. ELLRICH WEALTH ADVISORS, LLC POSITION: President NATURE: LLC used for receiving commissions and fees to support payroll and expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 5 Wilderfield Court, Lutherville MD 21093, United States DESCRIPTION: Pay expenses for the business.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-01

Designations