Howard Maxwell Schulman

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

• 11/2005 → 01/2025
  Lincoln Financial Advisors
  Cleveland, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2005-11-22 → 2025-01-24
  Osaic Fa, Inc.
  Orange Village, OH
  Solon, OH
  Solon, OH

Other Businesses

1) HOWARD SCHULMAN 28601 CHAGRIN BOULEVARD #300 CLEVELAND, OH 44122 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING INDEX ANNUITIES, FIXED ANNUITIES, DISABILITY, LTC AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2006 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) HOWARD SCHULMAN, TRUSTEE SOLON, OH 44139 CATEGORY: FIDUCIARY INVESTMENT-RELATED: NO TITLE: TRUSTEE DUTIES: ADMINISTRATION OF THE TRUST OF HIS GREAT AUNT PER THE WISHES OF THE GRANTOR. START DATE: 03/2015 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3) HOWARD M. SCHULMAN 5816 SPOTSWOOD DRIVE LYNDHURST, OH 44139 CATEGORY: RENTAL INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: MANAGE THE PROPERTY START DATE: 09/01/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-14