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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
Highland Park, IL • United States
53 W. Jackson Blvd. Suite 556, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Lagrange | IL | 05/2001 | 06/2024 |
| Avra Cohn | Hinsdale | IL | 06/2001 | Present |
| Securities America Advisors, Inc. | Chicago | IL | 05/2001 | 06/2024 |
| Osaic Wealth, Inc. | Chicago | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Chicago | IL | 06/2024 | Present |
***3549 INVESTORS LLC POSITION: see description above NATURE: My brother and I own 5 homes that we rent out. I am responsible for renovation, acquiring and qualifying potential tenants, filling out the lease agreements and working with various service professionals to preform maintenance and repairs as needed. I do not provide any of the capital used to purchase, update or maintain the homes. My brother is responsible for all the funding. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2019 ADDRESS: 1291 McDaniels, Highland Park IL 60035 DESCRIPTION: Please see above description of my involvement ***INVESTMENT ADVISOR REPRESENTATIVE POSITION: IAR NATURE: SAA Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 05/30/2009 ADDRESS: 53 W. Jackson Blvd, Chicago IL 60604 DESCRIPTION: I manage client investment assets in brokerage accounts with NFS thru Securities America Advisors, Inc ***FELTHEIMER COHN & ASSOCIATES POSITION: Insurance Salesperson NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2001 ADDRESS: 53 W. Jackson Blvd., Chicago IL 60604 DESCRIPTION: I provide insurance products that meet my clients needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-22 |
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