Subhash Chandra Katial

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

• 10/2000 → 11/2023
  Financial Service Corporation
  Atlanta, GA
• 10/2000 → Present
  International Insurance Agengy Group, Inc
  Schaumburg, IL
• 10/2000 → 10/2020
  International Insurance Agency
  Schaumburg, IL
• 11/2020 → 10/2021
  International Insurance Agency Group, Inc
  Schaumburg, IL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Barrington, IL

Previous Registrations

• 2001-01-23 → 2023-11-03
  Fsc Securities Corporation
  Princeton, NJ
  South Barrington, IL
  Barrington, IL
  Manalapan, NJ

Other Businesses

1. INTERNATIONAL INSURANCE AGENCY Group, INC 870 E HIGGINS ROAD, SUITE 134, SCHAUMBURG, IL 60173 POSITION HELD: Insurance Agent, INVESTMENT RELATED: NO. 2. INTERNATIONAL INS AGENCY GRP, INC POSITION: Officer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1995 ADDRESS: 87 Meadow Hill Road, BARRINGTON HILLS IL 60010, United States DESCRIPTION: Health Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-16
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Designations

• Chartered Financial Consultant