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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-24 |
| AL | RA | APPROVED | 2024-10-23 |
| AR | RA | APPROVED | 2024-10-23 |
| DE | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | Birmingham | AL | 06/1995 | Present |
| Fsc Securities Corporation | Wetumpka | AL | 11/2005 | 11/2023 |
| Osaic Wealth, Inc. | Wetumpka | AL | 11/2023 | Present |
1) INSURANCE: CAMERIO & COMPANY, INVESTMENT RELATED, 259 AEGEAN WAY P.O. BOX 1030 WETUMPKA, ALABAMA 36092-0018, OWNER/AGENT, 5/23/1982--, 20 HRS, 20 HRS, AS CHARTERED FINANCIAL CONSULTANT (CHFC)PROVIDE FINANCIAL PROFILES(TM)ANALYSIS, LIFE INSURANCE, DISABILITY INCOME, ASSET ALLOCATION REVIEW,RETIREMENT AND COLLEGE PLANNING. SELL SUITABLE SELECTION OF MUTUAL FUNDS BASED ON CLIENTS NEEDS, TIME HORIZION, RISK TOLLERANCE AND LONG-TERM FINANCIAL PLANNING OBJECTIVES. 2) VOLUNTEER FIREFIGHTER POSITION: Volunteer NATURE: Municipal Fire Department INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 411 South Main St, Wetumpka AL 36092, United States DESCRIPTION: Volunteer Firefighter
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-14 |
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