Douglas Edward Meyer

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

Authority	Category	Status	Date
SC	RA	APPROVED	2025-01-21
TX	RA	APPROVED_RES	2024-12-14
CA	RA	APPROVED	2024-10-11
MD	RA	APPROVED	2024-10-11
MN	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11

SC RA
APPROVED

Since 2025-01-21
TX RA
APPROVED_RES

Since 2024-12-14
CA RA
APPROVED

Since 2024-10-11
MD RA
APPROVED

Since 2024-10-11
MN RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11

Branch Locations

Ellicott City, MD • 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

Organization	City	State	From	To
American Portfolios Financial Services, Inc.	Holbrook	NY	09/2001	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

09/2001 → 10/2024

American Portfolios Financial Services, Inc.

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2009-10-13 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

OSAIC WEALTH POSITION: Agent NATURE: I, on infrequent occasions, written life insurance and long-tern care insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 2934 Ebbwood Dr., Ellicott City MD 21042, United States DESCRIPTION: I have, on rare occasions, written life insurance and long-term care insurance. In 2024 I have presented and written one case...LTC through Pinnacle Insurance, before coming to Osaic Wealth.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-07-05
S63	Uniform Securities Agent State Law Examination	1992-02-20

S65 Uniform Investment Adviser Law Examination

1996-07-05
S63 Uniform Securities Agent State Law Examination

1992-02-20

Other Names

Douglas Meyer

View on SEC IAPD