Drew James Adler

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

• 05/2001 → 01/2025
  Lincoln Financial Advisors
  Cleveland, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2001-06-05 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Solon, OH
  Orange Village, OH
  Solon, OH
  Orange Village, OH

Other Businesses

ASPEN COURT FINANCIAL POSITION: Agent NATURE: Crump offers non-lincoln insurance solutions for our clients when Lincoln products do not meet their needs INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 100 Park Avenue, Suite A, Beachwood OH 44122, United States DESCRIPTION: If a Crump product is better suited for our clients we will act as an agent in the sales process

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-27
• S63 Uniform Securities Agent State Law Examination
  1995-02-03