Elisha Danielle Agarwal

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

• 08/2015 → 02/2025
  Lincoln Financial Advisors Corporation
  Virginia Beach, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2015-08-13 → 2025-01-24
  Osaic Fa, Inc.
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Radnor, PA
  Fort Wayne, IN

Other Businesses

1) HAMPTON ROADS CHESS ASSOCIATION POSITION: board member NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2025 ADDRESS: 576 N. Birdneck Road, #194, Virginia Beach VA 23451, United States DESCRIPTION: board member for a non-profit chess club that supports our local area. provide direction and support for the organization and vote on changes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-26
• S63 Uniform Securities Agent State Law Examination
  2014-07-07

Other Names

• Elisha Danielle Stockton
• Elisha Medlock
• Elisha Danielle Medlock