Edward G Donegan

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

• 04/1995 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Livingston, NJ

Previous Registrations

• 2000-03-09 → 2018-11-02
  Signator Investors, Inc.
  Livingston, NJ
  Yardley, PA
  W. Trenton, NJ

Other Businesses

1. ACORN FINANCIAL POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 12/24/1995 ADDRESS: 290 West Mount Pleasant Ave, Ste.2300, Livingston NJ 07039, United States DESCRIPTION: Insurance agent working with needs based clients 2. ACORN FINANCIAL POSITION: Investment Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/03/1995 ADDRESS: 20 Foxchase Lane, Bluffton SC 29910, United States DESCRIPTION: Investment Advisor, offer securities and investment advisor activity. 3. ACORN FINANCIAL POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 12/24/1995 ADDRESS: 20 Foxchase Lane, Bluffton SC 29910, United States DESCRIPTION: Insurance agent working with needs based clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-30
• S63 Uniform Securities Agent State Law Examination
  1996-08-05