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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-24 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ipc | Boca Raton | FL | 09/2007 | 12/2017 |
| Managed Account Services, Llc | Wayne | PA | 05/2010 | 12/2017 |
| Lincoln Financial Advisors Corporation | Peachtree City | GA | 12/2017 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | Present |
1)VICTOR SANDERS ATLANTA GA CATEGORY: RETAIL, SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: SELF DUTIES: MODEL FOR GRACO CHILDREN'S PRODUCTS START DATE: 10/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-06 |
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