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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-10-04 |
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. | New York | NY | 09/2012 | Present |
| Metuchen Youth Football & Cheer | Metuchen | NJ | 03/2025 | Present |
METUCHEN YOUTH FOOTBALL & CHEER POSITION: President NATURE: Metuchen Youth Football and Cheer is a non profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2025 ADDRESS: 200 High Street, Metuchen NJ 08840, United States DESCRIPTION: Preside at all meetings for Metuchen Football and Cheer. Also responsible for the overall administration of the Association and will act as spokesperson concerning any internal or external problems/conflicts. I will not have any check writing, debit or credit cards, or money movement transfer authorization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
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