Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co Inc | Boston | MA | 12/2007 | 01/2020 |
| Securities America, Inc. | Grand Rapids | MI | 01/2020 | 06/2024 |
| Securities America Advisors | Grand Rapids | MI | 01/2020 | 06/2024 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Grand Rapids | MI | 06/2024 | Present |
***RAJAH ASSET MANAGEMENT - DBA ***SAA POSITION: Investment Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/17/2020 ADDRESS: 311 Lyon NE, Grand Rapids MI 49503, United States DESCRIPTION: Solicit based on client needs ***INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 01/17/2020 ADDRESS: 311 Lyon NE, Grand Rapids MI 49503, United States DESCRIPTION: marketing life, health and disability insurance, property and casualty, business insurance, professional liability, malpractice, E&O ***PIANIST AND COMPOSER POSITION: Play and compose music for compensation NATURE: pianist and composer INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2020 ADDRESS: 311 Lyon NE, Grand Rapids MI 49503, United States DESCRIPTION: piano performance and composition
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-27 |
Reach out to this advisor