Russell Neill Hadley

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

• 07/2001 → 10/2017
  Woodbury Financial Services Inc
  Raleigh, NC
• 12/2017 → 01/2025
  Lincoln Financial Securities Corp
  Raleigh, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2017-12-13 → 2025-01-24
  Osaic Fs, Inc.
  Raleigh, NC
• 2002-06-10 → 2017-10-25
  Woodbury Financial Services, Inc.
  Cary, NC
  Raleigh, NC
  Raleigh, NC

Other Businesses

1. INSURANCE POSITION: Agent NATURE: sell fixed life insurance fixed annuities LTC Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/15/1983 ADDRESS: 900 Ridgefield Drive, Suite 130, Raleigh NC 27609, United States DESCRIPTION: sell these products 2. PURPLE BAG PROPERTIES POSITION: Partner - General NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2002 ADDRESS: 4912 Franz Liszt Court, Raleigh NC 27615, United States DESCRIPTION: rents property to rentals 3. CAROLINAS FINANCIAL NETWORK, TCFN 4000 WESTCHASE BLVD. RALEIGH, NC CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 12/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 4. ALPHA OMEGA WEALTH PARTNERS POSITION: Agent, Owner NATURE: selling fixed life insurance and annuities, term insurance, LTC and health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2022 ADDRESS: 900 Ridgefield Drive, Suite 130, Raleigh NC 27609, United States DESCRIPTION: sell the products and serve as Owner 5. CARSONELLA, LLC - RALEIGH, NC 27615 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: I JUST ESTABLISHED AN LLC TO ACCEPT FIXED COMMISSION BONUSES FROM LFS. PURELY A DBA. NOT SECURITY-RELATED IN ANY MANNER. JUST FIXED INSURANCE COMPENSATION FROM LFS. START DATE: 9/21/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 6. RUSSELL HADLEY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/15/1983 ADDRESS: 4912 Franz Listz Court, Raleigh NC 27614, United States DESCRIPTION: I sell Fixed Life insurance and Annuities, disability income, group products and Long Term Care.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-20
• S63 Uniform Securities Agent State Law Examination
  1992-05-18

Designations

• Certified Financial Planner