Christopher J Dorrance

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

• 04/2010 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Independence, OH

Previous Registrations

• 2010-04-09 → 2024-08-23
  Triad Advisors Llc
  Independence, OH
  Atlanta, GA
• 2008-07-09 → 2010-04-12
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
  Mentor, OH
• 2007-04-02 → 2007-10-16
  Morgan Stanley & Co. Llc
  Cleveland, OH
• 2006-09-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Cleveland, OH

Other Businesses

1) FIRST PRESBYTERIAN CHURCH OF HUDSON POSITION: Treasurer NATURE: 506c Charitable organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 29 Aurora Street, Hudson OH 44236, United States DESCRIPTION: bookkeeping, monthly reports to session, periodic audit of transactions 2) APPOINTMENT WITH MULTIPLE INSURANCE CARRIERS POSITION: ADVISOR NATURE: COMPENSATED THROUGH INSURANCE COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2008 ADDRESS: 2567 Hudson Aurora Road, Hudson OH 44236, United States DESCRIPTION: ADVISE INSURANCE RELATED PRODUCTS 3) DORRANCE SUPPLY COMPANY POSITION: board of directors NATURE: appliance & electronics distribution INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2018 ADDRESS: 1140 Hubbard Ave, Youngstown OH 44505, United States DESCRIPTION: board member, strategic council 4) LAKE FOREST COUNTRY CLUB POSITION: Finance Committee Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 100 Lake Forest Drive, Hudson OH 44236, United States DESCRIPTION: Review and provide Guidance on previously prepared Projections and Financial Statements. 5) DORRANCE INVESTMENT CONSULTING LLC POSITION: consultant NATURE: consulting/research INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2018 ADDRESS: 2567 Hudson Aurora Rd, Hudson OH 44236, United States DESCRIPTION: LLC pass through for tax purposes/legal protections for the Way Investment Advisors Consultation

Exams

• S66 Uniform Combined State Law Examination
  2006-09-14