Nabil Walid Mufti

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 → 01/2024
  Woodbury Financial
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Reston, VA

Previous Registrations

• 2005-11-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Reston, VA
  Reston, VA
  Miami, FL
• 2005-06-01 → 2005-11-14
  Equitable Advisors, Llc
  Reston, VA
• 1999-11-08 → 2005-06-01
  Mony Securities Corporation
  Towson, MD

Other Businesses

1)STRATEGIC CAPITAL ADVISORS; INVT REL; 2100 RESTON PARKWAY SUITE 400, RESTON VA 20191; LICENSED INSURANCE AGENCY FOR LIFE, ANNUITY AND LONG TERM CARE; MANAGING MEMBER; START 10/15/2001; 4HR/MO; 1HR/MO; LICENSED INSURANCE AGENCY FOR LIFE, ANUITY AND LONG TERM CARE. 2)MILLERMUSMAR CPAS; NONINVT REL; 2100 RESTON PARKWAY SUITE 400, RESTON VA 20191 ; RETIREMENT PLANS & TAX STRATEGIES CONSULTANT; CONSULTANT; START 10/15/2001; 3 HRS/MO; 2 HRS/MO DURING TRADING; HELP CPAS WITH RETIREMENT STRATEGIES FOR CLIENTS. 3)VIRGINIA COMMONWEALTH UNIVERSITY; NON INV REL; TYSONS CORNER, VA; TEACH INVESTMENTS CLASS FOR CORPORATE EDUCATION CFP PROGRAM; ADJUNCT PROFESSOR; START 2/2/2005; 3HR/MO; 0HR/MO; TEACH INVESTMENTS CLASS FOR CORPORATE EDUCATION CFP PROGRAM. 4) STRATEGIC CAPITAL ADVISORS POSITION: President NATURE: Corporation.Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2001 ADDRESS: 2100 RESTON PARKWAY SUITE 400, RESTON VA 20191, United States DESCRIPTION: soliciting and processing life insurance and fixed annuity and ltc applications 5) MILLERMUSMAR, CPAS POSITION: consultant NATURE: sole proprietorshipRetirement Plans and Tax Strategies consultant, start 10/15/2001, 2 hrs/mo During Trading, help CPAs with retirement strategies? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2001 ADDRESS: 2100 Reston Parkway, Suite 400, Reston VA 20191-3426, United States DESCRIPTION: consult with CPAs to set up most efficient retirement plan structures for their clients 6) VIRGINIA COMMONWEALTH UNIVERSITY POSITION: adjunct faculty NATURE: UniversityVirginia Commonwealth University CorporateEducation Center INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2005 ADDRESS: 701 W. Broad St, Richmond VA 23284, United States DESCRIPTION: teach investments class for VCU Corporate Education CFP program have not taught for a few years now 7) POA FOR ADD PARENTS NAMES POSITION: POA NATURE: POA for parents INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2025 ADDRESS: 10004 Cloverdale Place, Vienna VA 22182, United States DESCRIPTION: my parents want to add me as POA on their Schwab joint account

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-31
• S63 Uniform Securities Agent State Law Examination
  1993-06-24

Designations

• Certified Financial Planner

Other Names

• Al Mufti
• Nabil Mufti
• Neal Mufti
• Nabil N Mufti
• Nabil Walid Mufti