Brandon Cawley

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

• 09/2014 → 06/2022
  New Century Advisors
  Chevy Chase, MD
• 06/2022 → 06/2023
  Campbell Wealth Management
  Alexandria, VA
• 06/2023 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2024-03-08 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
• 2022-06-14 → 2023-08-04
  Campbell Wealth Management, Inc.
  Alexandria, VA

Other Businesses

1. MALLER WEALTH ADVISORS POSITION: Director of Investments NATURE: MWA is my employer. All business related activity is conducted through MWA and cleared through our B/D Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 08/01/2023 ADDRESS: 201 International Circle, #100, Hunt Valley MD 21030, United States DESCRIPTION: See MWA website for details.

Designations

• Chartered Financial Analyst