Ralph Louis Linarelli

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Pittsburgh, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Beaver, PA

Previous Registrations

• 2008-08-26 → 2025-01-24
  Osaic Fa, Inc.
  Sewickley, PA
  Sewickley, PA
  Beaver, PA

Other Businesses

1) FAMILYWEATH MANAGEMENT GROUP, LLC POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 5/1/1990 ADDRESS: 2200 Georgetown Drive, Suite 100, Sewickley, PA 15143 DESCRIPTION: Sale of fixed life and disability insurance, fixed and indexed annuities and life settlements 2) FAMILYWEALTH MANAGEMENT GROUP LLC POSITION: Sales Person NATURE: Selling Equity Index Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2010 ADDRESS: 2200 Georgetown Drive Suite 100, Sewickley PA 15143, United States DESCRIPTION: Sell Equity Index Annuities 3) FAMILYWEALTH MANAGEMENT GROUP, LLC POSITION: Agent NATURE: Offer Life insurance and Long Term Care and Annuity business that may not be available through Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1990 ADDRESS: 2200 Georgetown Drive, Suite 100, Sewickley PA 15143, United States DESCRIPTION: Offer Life insurance, Disability insurance , Fixed Annuities and Long Term Care insurance to clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-04-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ralph Louis Jr Linarelli