Derek Michael Tryder

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

• 12/2015 → 05/2017
  Putnam Investments
  Andover, MA
• 06/2017 → 06/2019
  John Hancock Distributors Llc
  Boston, MA
• 12/2019 → 12/2022
  Gwfs Equities, Inc
  Greenwood Village, CO
• 06/2019 → 12/2019
  Unemployed
  Wakefield, MA
• 01/2023 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-02-07
• S63 Uniform Securities Agent State Law Examination
  2017-07-31