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Charles Edd Holder

Osaic Wealth, Inc.

Tavares, FL

Boca Raton, FL

CRD 800699

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
  • FL RA
    APPROVED
    Since 2025-12-18

Branch Locations

Tavares, FL • United States

2300 Glades Road Suite 260W, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Tavares FL 11/2010 12/2018
Osaic Tarvares FL 12/2025 Present
Global Retirement Partners, Llc Tavares CA 04/2015 12/2025
Edd Holder & Assoc. Mt. Dora FL 08/2005 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-28
  • S66 Uniform Combined State Law Examination
    1998-12-28
Other Names
  • Charles Edd Holder
  • Edd Holder

View on SEC IAPD

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