Ronald Frederick Troyan

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

• 02/2006 → 01/2024
  Woodbury Financial
  Cincinnati, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2006-02-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cincinnati, OH
  Venice, FL
  Cincinnati, OH
  Harbor Springs, MI
• 2004-07-16 → 2006-02-03
  Troyan & Associates, Inc
  Cincinnati, OH

Other Businesses

1) TROYAN ENTERPRISES LLC, LOVELAND OH, OWNER OF COMMERCIAL REAL ESTATE, BEGAN 10/06, 5 HRS/MNTH-5 DURING TRADING. 2) TROYAN AND ASSOCIATES INC, NONINV RELATED; CINCINNATI OH, CONSULTING/PRACTICE MANAGEMENT, OWNER, BEGAN 11/97; 10 HRS/MNTH-10 DURING TRADING. 3) TRUSTED ADVISORS INVESTMENT COUNSEL LLC; INV RELATED; 11841 MASON MONTGOMERY RD STE A CINCINNATI, OH 45249; NON- REGISTERED INSURANCE PRODUCTS BROKERAGE; LICENSED INSURANCE AGENT AND OWNER; 01/01/2012; 15HR/MON; 15HR/MON; NON- REGISTERED INSURANCE PRODUCT BROKERAGE 4) FLA-MINGO RESORT PROPERTIES LLC; NONINV RELATED; 11841 MASON MONTGOMERY RD STE A, CINCINNATI OH 45249; REAL ESTATE; MEMBER; 05/31/2011; 2HR/MON; 2HR/MON; MEMBER 5) GREAT LAKES FINANCIAL ADVISORS GROUP, INC; NON-INV RELATED; 11841 MASON MONTGOMERY RAOD STE A, CINCINNATI, OH 45249; BROKERAGE GENERAL AGENCY OF FIXED INSURANCE PRODUCTS; OWNER, SECRETARY, BOARD MEMBER; 02/01/2006; 40 HR/MO; 40 HR/MO; PERFORM THE NORMAL DUTIES OF A BOARD MEMBER 6) GREAT LAKES FINANCIAL ADVISORS GROUP INC. POSITION: owner NATURE: Receive renewal compensation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2005 ADDRESS: 11841 Mason Montgomery Rd, Ste A, Cincinnati OH 45249, United States DESCRIPTION: collect and distribute renewal compensation to 6 shareholders 7) TRUSTED ADVISORS INVESTMENT COUNSEL LLC POSITION: owner NATURE: LLC This is my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2012 ADDRESS: 11841 Mason Montgomery Rd, Suite A, Cincinnati OH 45249, United States DESCRIPTION: DBA for practice 8) TROYAN & ASSOCIATES INC POSITION: owner NATURE: Practice Management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/10/1997 ADDRESS: 11841 Mason Montgomery Rd, Ste A, Cincinnati OH 45249, United States DESCRIPTION: Manage Practice

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-06