Fernando Roman Corujo

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

Authority	Category	Status	Date
PR	RA	APPROVED	2025-01-24

PR RA
APPROVED

Since 2025-01-24

Branch Locations

San Juan, PR • United States

319 Villa Nevares, Carr. 21, San Juan, PR 00927-5310 • United States

317 Villa Nevares, Carr. 21, San Juan, PR 00927-5310 • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Linda Corujo Retirement Center	San Juan	PR	01/2009	Present
Lincoln Financial Securties Corporation	San Juan	PR	04/2016	Present
Osaic Wealth, Inc.	San Juan	PR	01/2025	Present

01/2009 → Present

Linda Corujo Retirement Center

San Juan, PR
04/2016 → Present

Lincoln Financial Securties Corporation

San Juan, PR
01/2025 → Present

Osaic Wealth, Inc.

San Juan, PR

Previous Registrations

2021-05-27 → 2025-01-24

Osaic Fs, Inc.

San Juan, PR

San Juan, PR

Other Businesses

1. FERNANDO ROMAN CORUJO DBA CORUJO ADVISORY GROUP LLC 319 CARR. 21 OFICINA 101 SAN JUAN PUERTO RICO 00927 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT INSURANCE, HEALTH AND DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 07/23/2024 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 120 2. FERNANDO J ROMAN CORUJO 103 AVE DE DIEGO GALLERY PLAZA 1606 SUR SAN JUAN, PUERTO RICO 00911 CATEGORY: TEACHER/INSTRUCTOR INVESTMENT RELATED: NO TITLE: TEACHER/INSTRUCTOR DUTIES: OFFER EDUCATIONAL SEMINARS START DATE: 6/4/2020 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 3. FIDEICOMISO IRREVOCABLE GALLERY POSITION: Trustee NATURE: I'm the trustee on my mother's, Linda Corujo, trust. Fideicomiso Irrevocable Gallery. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 103 Ave De Diego, Gallery Plaza 601 Sur, San Juan PR 00911, United States DESCRIPTION: Sign checks to pay bills.