Best Investors
Account
Sign in
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 | 2021-04-26 |
| CA | RA | APPROVED | 2018-11-28 |
| NJ | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Mellville | NY | 06/1977 | 11/2018 |
| Royal Alliance Associates, Inc. | Melville | NY | 11/2018 | Present |
1. INSURANCE BROKER POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/05/2015 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sales and service of fixed insurance products. 2. LARRY LORUSSO - TAX PRACTICE POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 01/15/1966 ADDRESS: 34 Lloyd Lane, Lloyd Neck NY 11743, United States DESCRIPTION: Preparing Income Taxes during the tax season 3. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 06/27/2015 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747-5009, United States DESCRIPTION: Investment Advisor Representative for Lighthouse Financial Network, LLC an independent firm ofOsaic Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-06 |
Reach out to this advisor