Edward James Waldron

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

• 02/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Bedford, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Bedford, MA

Previous Registrations

• 2016-02-29 → 2025-01-24
  Osaic Fa, Inc.
  Newburyport, MA
  Waltham, MA
  Bedford, MA
• 2008-03-17 → 2016-03-17
  Investors Capital Corp.
  Bedford, MA
  Lynnfield, MA
  Lynnfield, MA
  Burlington, MA
  Lynnfield, MA

Other Businesses

1) EDWARD (TED) WALDRON DBA NORTH SHORE ADVISORY GROUP INC. 165 MIDDLESEX TURNPIKE BEDFORD MA 01730 CATEGORY: INSURANCE/ENTITY INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERING ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 11/01/1992 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) EDWARD WALDRON 3305 WORLD QUEST BOULEVARD ORLANDO, FL CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECTS RENT AND MAINTAINS PROPERTY START DATE: 10/2014 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 3) EDWARD WALDRON 165 MIDDLESEX TURNPIKE BEDFORD, MA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECTS RENT AND MAINTAINS PROPERTY START DATE: 08/2003 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 4) EDWARD (TED) WALDRON DBA PHYSICIAN'S FINANCIAL NETWORK LLC 165 MIDDLESEX TURNPIKE SUITE 104 BEDFORD MA 01730 CATEGORY: ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: SOLE OWNER/AGENT DUTIES: SELLING INSURANCE PRODUCTS (ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE) AND COMMISSION-BASED GROUP BENEFITS. START DATE: 04/20/2016 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 5) EDWARD WALDRON /REAL ESTATE CONDO RENTAL PROPERTY 12 C ZABRISKIE DRIVE NEWBURYPORT MA 01950 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: MAINTAIN AND RENT CONDO PROPERTY START DATE: 09/01/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 6) EDWARD (TED) WALDRON 15137 MASTHEAD LANDING CIRCLE WINTER GARDEN FLORIDA 34787 CATEGORY: REAL ESTATE MANAGEMENT/RENTAL INVESTMENT RELATED: YES TITLE: OWNER WITH SPOUSE DUTIES: RENT OUT HOUSE, MAINTAIN PROPERTY, MANAGE CLEANING START DATE: 2/1/2022 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 FORM BR UPDATE: NO WEBSITE UPDATED ONTO FORM BR: NONE 7) RENTAL PROPERTY POSITION: rental NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 16286 Honey Harvest St, Winter Garden FL 34787 DESCRIPTION: manage rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-04
• S63 Uniform Securities Agent State Law Examination
  1992-04-03

Other Names

• Ted Waldron
• Ted Waldron