Brian Arthur Irving

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

• 03/2008 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Parsippany, NJ

Previous Registrations

• 2008-03-05 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Parsippany, NJ
• 2002-07-31 → 2008-03-11
  Hornor, Townsend & Kent, Llc
  Parippany, NJ
  Edison, NJ

Other Businesses

1)Brybeck Financial; investment related;8 Campus Drive,Suite 105,Parsippany,NJ; financial planning; owner; 07/1985; 40+ hrs/month; 8+ hrs/trading; financial planning, insurance, investment advising 2)Brybeck Financial;8 Campus Drive,Suite 105,Parsippany,NJ;life insurance settlements through Highland Brokerage;8/2019;3 hrs/month;review client's life insurance and determine if a life settlement is appropriate,act as liaison between client and settlement firm

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-01
• S63 Uniform Securities Agent State Law Examination
  1997-06-25

Designations

• Chartered Financial Consultant