Timothy Ryan Grossman

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

• 10/2005 → 04/2025
  Valic Financial Advisors
  Glen Burnie, MD
• 12/2022 → Present
  Agia
  Houston, TX
• 02/2025 → Present
  Osaic Wealth, Inc.
  Ellicott City, MD

Previous Registrations

• 2007-06-01 → 2025-05-14
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
  Durham, NC
  Chester, MD
  Linthicum Heights, MD
• 2006-06-06 → 2007-05-18
  Valic Financial Advisors, Inc.
  Glen Burnie, MD
  Durham, NC

Other Businesses

1. FIVE OAKS PROPERTIES LLC POSITION: Owner NATURE: I own real estate that we rent out to tenants. I have a third party (Indy Urban Advisors) property manager who handles all day-to-day management activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2021 ADDRESS: 2403 Bennett Point Rd, Queenstown MD 21658, United States DESCRIPTION: I am the owner of several pieces of rental real estate. 2. CONSIDER THE LILY POSITION: Board member NATURE: Board of directors for a non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/04/2021 ADDRESS: 1473 S Highley Rd, Ste 104 #210, Gilbert AZ 85295, United States DESCRIPTION: I have no authority over any financials. My duties are limited to reviewing budget items, voting on goals, budget, other misc. items. I have no control over finances or bank accounts. I simply help provide oversight. Consider the Lily is a home located in Manila Philippines that rescues girls from sexual abuse and trafficking. 3. CONSIDER THE LILY POSITION: Board member NATURE: Board of directors for a non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/04/2021 ADDRESS: 1473 S Highley Rd, Ste 104 #210, Gilbert AZ 85295, United States DESCRIPTION: I have no authority over any financials. My duties are limited to reviewing budget items, voting on goals, budget, other misc. items. I have no control over finances or bank accounts. I simply help provide oversight. Consider the Lily is a home located in Manila Philippines that rescues girls from sexual abuse and trafficking. 4. FIVE OAKS PROPERTIES LLC POSITION: Owner NATURE: I own real estate that we rent out to tenants. I have a third party (Indy Urban Advisors) property manager who handles all day-to-day management activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2021 ADDRESS: 2403 Bennett Point Rd, Queenstown MD 21658, United States DESCRIPTION: I am the owner of several pieces of rental real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-05
• S63 Uniform Securities Agent State Law Examination
  2006-04-06

Designations

• Chartered Financial Consultant

Other Names

• Ryan Grossman