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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-19 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Schenectady | NY | 09/2023 | Present |
| Suny Albany | Albany | NY | 01/2022 | 05/2022 |
| Us Army | Indianapolis | IN | 08/2012 | 12/2021 |
| Census Bureau | Schenectady | NY | 06/2020 | 08/2020 |
| Fairline Security | Twin Cities | MN | 06/2018 | 10/2018 |
| Century College - Veterans Services | White Bear Lake | MN | 08/2016 | 12/2017 |
| Hudson Valley Community College | Troy | NY | 01/2020 | 01/2021 |
| Suny Albany | Albany | NY | 08/2021 | 12/2022 |
| Advisor Group | Schenectady | NY | 06/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-18 |
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