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Osaic Advisory Services, LLC CRD 171070
$15.5B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-29 |
| NY | RA | APPROVED | 2024-10-24 |
| CA | RA | APPROVED | 2024-10-16 |
Branch Locations
170 Straford Road, Brooklyn, NY 11218 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
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 |
|---|---|---|---|---|
| Nathan & Lewis Securities, Inc. | New York | NY | 04/1997 | Present |
| American Portfolios | New York | NY | 01/2007 | 10/2024 |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. DANIELS FINANCIAL SERVICES - FIXED INSURANCE; FIXED ANNUITY SPECIALIST. START DATE: 2011, DEVOTES 2 HRS PER MONTH. 4/18/13 2. DANIELS FINANCIAL SERVICES POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 170 Stratford Road, Brooklyn, NY, 11218, BROOKLYN NY 11218, United States DESCRIPTION: Review fixed insurance policy for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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