Samuel Lee Dickinson

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

• 02/2022 → 11/2024
  Edward Jones
  St Louis, MO
• 07/2016 → 09/2018
  Unemployed
  Los Angeles, CA
• 09/2018 → 03/2020
  Cwm Inc.
  Los Angeles, CA
• 03/2020 → 01/2022
  Unemployed
  Pasadena, CA
• 11/2024 → Present
  Unemployed
  Pasadena, CA
• 07/2025 → Present
  Osaic Wealth Inc
  Saratoga, CA

Previous Registrations

• 2022-05-31 → 2024-11-04
  Edward Jones
  St Louis, MO
  Pasadena, CA
  Whittier, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27

Other Names

• Samuel Lee Dickinson
• Samuel Dickinson