Daniel Christopher Granda

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

• 07/2015 → 08/2018
  The O.N. Equity Sales Company
  Cincinnati, OH
• 04/2015 → 08/2018
  Ohio National Financial Services
  Cincinnati, OH
• 08/2018 → 10/2019
  Securities America, Inc.
  Sterling Heights, MI
• 08/2018 → 10/2019
  Securities America Advisors
  Sterling Heights, MI
• 03/2020 → 12/2021
  The Prudential Insurance Company Of America
  Boca Raton, FL
• 03/2020 → 12/2021
  Pruco Securities, Llc
  Boca Raton, FL
• 12/2018 → Present
  Dcg Risk Management Llc
  Coconut Creek, FL
• 01/2023 → 04/2026
  Ameriprise Financial Services, Llc
  Troy, MI
• 07/2026 → Present
  Osaic Wealth Inc
  Coconut Creek, FL

Previous Registrations

• 2023-02-09 → 2026-04-15
  Ameriprise Financial Services, Llc
  Auburn Hills, MI
  Coconut Creek, FL
• 2020-03-30 → 2021-12-21
  Pruco Securities, Llc.
  West Palm Beach, FL
  Boca Raton, FL
• 2018-08-14 → 2019-10-28
  Securities America Advisors, Inc.
  Sterling Heights, MI
  Deerfield Beach, FL
• 2017-08-29 → 2018-08-15
  On Investment Management Co
  Sterling Height, MI

Other Businesses

Independent Insurance Brokering; Humana; 08/06/2023; Medicare Supplement, Health / United Healthcare; 08/06/2023; Health, Medicare Supplement / Aetna; 08/06/2023; Medicare Supplement, Health / Blue Cross & Blue Shield of Michigan; 08/06/2023; Health, Medicare Supplement / Cigna; 08/06/2023; Medicare Supplement, Health / AllState Health; 08/06/2023; Medicare Supplement, Health / Devoted Health; 08/06/2023; Medicare Supplement, Health / CarePlus; 08/06/2023; Medicare Supplement, Health / Guardian; 06/30/2025; Disability Income / Priority Health; 08/06/2023; Medicare Supplement, Health. Business Ownership; Interstellar Collectibles & Gaming; Accounting of inventory and sales of products. Working with Vendors and Convention Producers. Marketing and Product design.; Sale of Games, Cards, Comics, and Figures; 4530 Carambola Cir S, , Coconut Creek, FL, 33066; Not Investment-Related; 05/01/2022; 20 to 39 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-25
• S63 Uniform Securities Agent State Law Examination
  2015-02-20

Other Names

• Daniel Granda