Andrew Richard Clyne

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

• 02/2015 → 02/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2015 → 02/2017
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2015 → Present
  Clyne & Associates D.B.A Aggregate Wealth Management
  Denver, CO
• 02/2017 → 06/2024
  Securities America, Inc.
  Denver, CO
• 02/2017 → 06/2024
  Securities America Advisors
  Denver, CO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Denver, CO

Previous Registrations

• 2017-02-15 → 2024-06-14
  Securities America Advisors, Inc.
  Denver, CO
• 2015-02-23 → 2017-03-15
  Cambridge Investment Research Advisors, Inc.
  Denver, CO
  Denver, CO
• 2011-08-02 → 2015-02-27
  Mutual Of Omaha Investor Services, Inc.
  Denver, CO

Other Businesses

1) Aggregate Wealth Management - DBA 2) GENERATIONS FINANCIAL POSITION: consultant NATURE: consultant INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2017 ADDRESS: 1001 W 120th Ave, #205, Westminster CO 80234, United States DESCRIPTION: consultant 3) AGGREGATE WEALTH MANAGEMENT POSITION: President NATURE: Securities America Advisors, now Osaic: IAR Nature: Investment Advisory Services Investment Related: Yes Start Date: 2/2017 Address: 730 17th St, Suite 923 Denver, CO 80202 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2017 ADDRESS: 730 17th Street, Suite 923, Denver CO 80202, United States DESCRIPTION: Buy and sell through SAI/now Osaic any and all investment related business 4) FLATIRON SCUBA POSITION: Dive Master NATURE: I teach Scuba and i receive credit at the shop INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 11965 main street, Broomfield CO 80020, United States DESCRIPTION: Teach new divers 5) 730 17TH STREET SUITE 9F&9G LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 730 17th Street, Suite 923, Denver CO 80202, United States DESCRIPTION: I bought the office condo where my branch is located

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-31
• S63 Uniform Securities Agent State Law Examination
  2011-03-01