Chandler S Fitzgerald

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

• 06/2018 → 08/2019
  Fresenius
  Oregon, OH
• 05/2020 → 08/2021
  Ambassador Flooring
  Lambertville, MI
• 06/2022 → Present
  Savage And Associates
  Maumee, OH
• 08/2022 → Present
  Osaic Wealth Inc
  Maumee, OH
• 08/2018 → 05/2022
  Full Time Student
  Pensacola, FL
• 01/2012 → 06/2018
  State Line Christian School
  Temperance, MI

Other Businesses

1. SAVAGE AND ASSOCIATES INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 145 SECURITIES TRADING HOURS: 70 START DATE: 04/17/2023 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: As a financial advisor, I provide holistic financial services which includes life and health insurance products along with financial advice to clients for compensation. 2. AMBASSADOR FLOORING POSITION: installer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 8456 Saratoga Dr., Lambertville MI 48144, United States DESCRIPTION: I install flooring for jobs either when the company is overbooked or when they need a substitute installer. I only work evenings. 3. SAVAGE AND ASSOCIATES FINANCIAL ADVISOR POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 145 SECURITIES TRADING HOURS: 110 START DATE: 04/17/2023 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: As a financial advisor, I provide securities and investment advisory services including variable and investment products along with financial advice to clients for compensation. 4. DANA OPEN POSITION: Media Chairmen NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/30/2024 ADDRESS: 3400 Executive Pkwy, Toledo OH 43606, United States DESCRIPTION: Oversee the media communication between the local media outlets and the LPGA. 5. AFRICAN AMERICAN LEADERSHIP COUNCIL POSITION: Chairmen NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/30/2024 ADDRESS: 1001 Madison Ave., Toledo OH 43604, United States DESCRIPTION: Meet with the other chairmen to discuss strategy to bring more awareness to the affinity group. 6. TOLEDO CHRISTIAN POSITION: Varsity Assistant Coach NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2025 ADDRESS: 2303 Brookford Dr., Toledo OH 43614, United States DESCRIPTION: Assist in operating basketball program. Those duties include practice and game management, practice set up, clean up, and other functions that are involved with coaching. 7. CROSSVIEW CHURCH POSITION: Advisory Board/ Finance Committee NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2026 ADDRESS: 5834 Monroe St., Sylvania OH 43560, United States DESCRIPTION: I help with the strategic outlook of the church as it grows. The advisory board consists of 5 members that will meet monthly. I also will be a member of the finance committee. I will help the the planning and voting for finance projects. The committee consists of 3 members. My role will be to help with the budgeting and strategic planning of the church's projects. 8. CF TRAINING POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 120 W. 5th St., Perrysburg OH 43551, United States DESCRIPTION: Basketball and fitness training 9.CHANDLER FITZGERALD, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Provide and sell insurance solutions to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-17
• S63 Uniform Securities Agent State Law Examination
  2023-03-31