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Pedro Benavides

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 7588753

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-19
  • NY RA
    APPROVED
    Since 2024-04-19

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2023 → Present
    Schenectady, NY
  • 01/2022 → 05/2022
    Suny Albany
    Albany, NY
  • 08/2012 → 12/2021
    Us Army
    Indianapolis, IN
  • 06/2020 → 08/2020
    Census Bureau
    Schenectady, NY
  • 06/2018 → 10/2018
    Fairline Security
    Twin Cities, MN
  • 08/2016 → 12/2017
    Century College - Veterans Services
    White Bear Lake, MN
  • 01/2020 → 01/2021
    Hudson Valley Community College
    Troy, NY
  • 08/2021 → 12/2022
    Suny Albany
    Albany, NY
  • 06/2022 → 09/2023
    Advisor Group
    Schenectady, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
  • S66 Uniform Combined State Law Examination
    2024-04-18

View on SEC IAPD

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