Brian Kevin Clarke

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

• 05/2015 → Present
  Royal Alliance
  New York, NY

Other Businesses

1. YMCA POSITION: basketball official NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 470 E Freehold Rd, Freehold NJ 07728, United States DESCRIPTION: Officiate youth basketball games

Exams

• S66 Uniform Combined State Law Examination
  2016-01-25
• S63 Uniform Securities Agent State Law Examination
  1990-05-04