Edward H Durkin

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

• 11/2015 → 08/2020
  Td Ameritrade
  Short Hills, NJ
• 08/2020 → 01/2023
  Fidelity Investments
  Wayne, NJ
• 06/2023 → Present
  Osaic Wealth, Inc.
  Morristown, NJ
• 01/2023 → 06/2023
  Unemployed
  Montclair, NJ

Previous Registrations

• 2020-09-10 → 2023-01-12
  Fidelity Personal And Workplace Advisors
  Wayne, NJ
• 2015-12-28 → 2020-08-11
  Td Ameritrade, Inc.
  Short Hills, NJ
• 2015-12-17 → 2020-08-11
  Td Ameritrade Investment Management, Llc
  Short Hills, NJ
• 2013-06-11 → 2013-12-10
  Equitable Advisors, Llc
  Woodbridge, NJ
• 2011-07-21 → 2012-06-29
  Morgan Stanley
  Morristown, NJ
• 2006-10-30 → 2009-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Other Businesses

GLASSNER CARLTON FINANCIAL POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/20/2023 ADDRESS: 163 Madison Ave, Ste 402, Morristown NJ 07960, United States DESCRIPTION: Advise high net worth clients with their wealth management needs

Exams

• S66 Uniform Combined State Law Examination
  2006-10-27

Other Names

• Edward H Durkin
• Edward Hugh Durkin
• Edward Hugh Durkin
• Edward H Durkin
• Edward H Durkin
• Edward Hugh Durkin