Charlene Lynn Morrow

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

• 03/2003 → Present
  Various Insurance Companies
  East Aurora, NY
• 03/2003 → Present
  Morrow Financial Services
  East Aurora, NY
• 03/2007 → 10/2024
  American Portfolios
  East Aurora, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2010-05-11 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

MORROW FINANCIAL SERVICES POSITION: Licensed Insurance Agent NATURE: Morrow Financial Services is structured as a Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1994 ADDRESS: 4211 N. Buffalo St., Suite 3, Orchard Park NY 14127, United States DESCRIPTION: Sales of fixed annuities, fixed life insurance, long term care insurance, disability insurance through several general agents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1993-10-20

Designations

• Chartered Financial Consultant