Amy Lynn Brocious

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

• 03/1985 → 01/2025
  Lincoln Financial Advisors Corporation
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 1993-07-27 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
  Lutherville, MD
  Vienna, VA
  Vienna, VA
  Hunt Valley, MD

Other Businesses

1)HERITAGE FINANCIAL CONSULTANTS, LLC, 307 INTERNATIONAL CIRCLE SUITE 390 HUNT VALLEY MD, 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, LONG-TERM CARE INSURANCE, SERVICE FOR FEE-BASED GROUP BENEFITS AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 7/2010 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 120 UPDATE FORM BR: YES WWW.HERITAGECONSULTANTS.COM 2) AMY L. BROCIOUS AND ASSOCIATES, 307 INTERNATIONAL CIRCLE SUITE 390 HUNT VALLEY MD, 21030 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 9/7/21 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-18

Designations

• Certified Financial Planner

Other Names

• Amy Brocious Dedea