Michael William Fragoso

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

• 03/2016 → 07/2019
  Shelter Security And Service Gmbh
  Berlin
• 08/2019 → 02/2020
  Optima Ophthalmic Medical Associates
  Hayward, CA
• 02/2020 → 10/2021
  J.I.P. & Associates, Inc.
  San Ramon, CA
• 10/2021 → 01/2022
  Unemployed
  Union City, CA
• 12/2022 → 01/2025
  Lincoln Financial Advisors Inc.
  Fairfield, CA
• 02/2022 → 07/2023
  Acord & Fong Wealth Strategies
  Fairfield, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fairfield, CA

Previous Registrations

• 2023-06-21 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  Fairfield, CA

Other Businesses

1) INTERNATIONAL CONFERENCES GROUP 180 CLEAR CREEK DRIVE SUITE 103 ASHLAND, CA 97520 CATEGORY: SERVICE INVESTMENT RELATED: NO TITLE: SECURITY COORDINATOR DUTIES: PROVIDE SECURITY SERVICES AT EVENTS/CONFERENCES. START DATE: 4/7/2017 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8 2) MICHAEL FRAGOSO POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2023 ADDRESS: 2420 Martin Rd, Fairfield CA 94534, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-06

Other Names

• Michael William Fragoso