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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Houston | TX | 05/1989 | 01/2025 |
| Osaic Wealth, Inc. | Houston | TX | 01/2025 | Present |
1. BRIAN MESSIER POSITION: Self NATURE: Premium Financing INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/20/2021 ADDRESS: 4903 Harris Woods Trce, Fulshear TX 77441, United States DESCRIPTION: Present potential solutions to estate and retirement needs for clients. 2. BRIAN MESSIER POSITION: Agent NATURE: Insurance brokerage and /or sales of insurance products offered through various carriers. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/01/1987 ADDRESS: 4903 Harris Woods Trce, Fulshear TX 77441, United States DESCRIPTION: Sell of Insurance Products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-11 |
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