Anita Dale 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

• 10/1996 → 01/2025
  Lincoln Financial Advisors Corporation
  Cherry Hill, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Yardley, PA

Previous Registrations

• 2006-02-09 → 2025-01-24
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ

Other Businesses

1. ANITA GROSSMAN DBA DELPHI WEALTH MANAGEMENT GROUP LLC 1368 Heller Drive, Yardley PA 19067, United States CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND LONG-TERM CARE INSURANCE START DATE: LINES OF BUSINESS APPROVED IN 2012-CONDUCTED UNDER NEW DBA EFFECTIVE NOVEMBER 2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2. INSURANCE OBA POSITION: Agent NATURE: Fixed Insurance Business INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/15/2012 ADDRESS: 1368 Heller Drive, Yardley PA 19067, United States DESCRIPTION: Fixed Insurance Business 3. GROSSMAN PROPERTY, LLC POSITION: Manager NATURE: Primarily to hold real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/12/2024 ADDRESS: 1368 Heller Drive, Yardley PA 19067, United States DESCRIPTION: Provide management of the real estate purchased such as pay taxes due. 4. LISTED AS POA FOR THE FUTURE FOR MY HUSBAND, ROBERT GROSSMAN, IF AND WHEN HE BECOMES DISABLED SO THAT HE CANNOT MAKE SOUND DECISIONS FOR HIMSELF. POSITION: POA NATURE: I will make sure that any signature that is needed or payment needs to be made to maintain his lifestyle is carried out for his sole benefit. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2024 ADDRESS: 1368 Heller Drive, Yardley PA 19067, United States DESCRIPTION: I will make sure that any signature that is needed or payment needs to be made to maintain his lifestyle is carried out for his sole benefit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-08
• S63 Uniform Securities Agent State Law Examination
  1995-11-15