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Niraj Singh

Osaic Wealth, Inc.

Huntington Valley, PA

CRD 2681193

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Huntington Valley, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Boston MA 02/1998 11/2018
Royal Alliance Associates, Inc. Huntingdon Valley PA 11/2018 Present
Osaic Wealth, Inc. Huntington Valley PA 01/2025 Present
  • 02/1998 → 11/2018
    Signator Investors, Inc.
    Boston, MA
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Huntingdon Valley, PA
  • 01/2025 → Present
    Huntington Valley, PA
Previous Registrations
  • 2021-03-10 → 2025-01-24
    Osaic Fa, Inc.
    Huntington Valley, PA
    Paramus, NJ
    Paramus, NJ
  • 2004-09-07 → 2005-12-31
    Signator Investors, Inc.
    Allentown, PA
    Huntingdon Valley, PA
Other Businesses

1. FIRST FINANCIAL PLATFORM INC. 2717 SUNFLOWER WAY HUNTINGDON VALLEY PA 19006 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: SOLE OWNER DUTIES: ENTITY FOR PAYING AND TRACKING BUSINESS EXPENSES START DATE: 12/7/2012 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1 2. 2717 SUNFLOWER WAY HUNTINGDON VALLEY PA 19006 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 12/30/24 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 3. JR& U HOLDINGS LLC 2346 JACKSENVILLE ROAD BETHLEHEM PA 19017 CATEGORY: REAL ESTATE MANAGEMENT AND RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT START DATE: 08/13/2018 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1 4. NIRAJ & SAVITA SINGH POSITION: owner NATURE: Sole propertiership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2003 ADDRESS: 2717 Sunflower Way, HUNTINGDON VALLEY PA 19006, United States DESCRIPTION: collect rent and take care of propoerties. Properties are 1] 8549 gateway rd , breignesville pa 18031.. 10/01/2017 2] 103 General Hancock Blvd. North Wales PA 19454. 1/1/20 3] 8514 Gateway rd, breignesville, PA 18031. 12/01/2017 4] 8546 Gateway RD. Breignesville, PA 18031. 06/1/17 5] 7 flood dr, wilkes barre, pa 18705. 1/1/15 6] 1073 sparrow way, breignesville pa 18031, 1/1/15

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-18
S63 Uniform Securities Agent State Law Examination 1996-03-13
  • S65 Uniform Investment Adviser Law Examination
    1999-05-18
  • S63 Uniform Securities Agent State Law Examination
    1996-03-13
Other Names
  • Niraj Singh

View on SEC IAPD

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