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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| FL | RA | APPROVED | 2025-06-24 |
Branch Locations
1653 Sun City Center Plaza, Sun City Center, FL 33573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2007 | 06/2020 |
| Usaa Financial Planning Services | Tampa | FL | 05/2008 | 08/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | 08/2020 |
| Retired | Clearwater Beach | FL | 08/2020 | 01/2024 |
| Woodbury Financial Services Inc | Clearwater | FL | 02/2022 | 01/2024 |
| Osaic Wealth, Inc. | Sun City Center | FL | 06/2025 | Present |
| Retired | Sun City Center | FL | 01/2024 | 06/2025 |
1. WILLIAM BREWSTER HOLDINGS, LLC POSITION: Authorized Person NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2025 ADDRESS: 649 Island Way, Clearwater FL 33767, United States DESCRIPTION: Rental Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-26 |
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