Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-12 |
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 |
|---|---|---|---|---|
| Pershing Llc | Jersey City | NJ | 01/2003 | 01/2019 |
| Pershing Advisor Solutions Llc | Jersey City | NJ | 05/2007 | 01/2019 |
| Unemployed | Branchburg | NJ | 02/2019 | 09/2019 |
| Royal Alliance | Jersey City | NJ | 10/2019 | Present |
| Bny Mellon N.A., | Jersey City | NJ | 11/2016 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-15 |
Reach out to this advisor