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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_RES | 2026-07-16 |
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
100 Corporate Pkwy Ste 320, Buffalo, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2021 | 03/2021 |
| Suny Plattsburgh | Plattsburgh | PA | 08/2018 | 05/2020 |
| Niagara University | Niagara Univeristy | NY | 08/2015 | 05/2018 |
| Unemployed | Wheatfield | NY | 06/2020 | 12/2020 |
| Lincoln Investment | Fort Washington | PA | 03/2021 | 02/2026 |
| Capital Analysts | Fort Washington | PA | 03/2021 | 02/2026 |
| Principal Securities, Inc. | Amherst | NY | 04/2026 | 05/2026 |
| Principal Life Insurance Company | Amherst | NY | 04/2026 | 05/2026 |
| Osaic Wealth Inc | Amherst | NY | 07/2026 | Present |
1. FIXED INSURANCE POSITION: Agent- Insurance producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 100 Corporate Pkwy, Suite 320, Buffalo NY 14226, United States DESCRIPTION: Sales and service of fixed insurance and annuities 2. PREVIS WEALTH POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/13/2026 ADDRESS: 100 Corporate Pkwy, Suite 320, Buffalo NY 14226, United States DESCRIPTION: Financial planning & wealth management 3. ATLAS WEALTH POSITION: Financial Advisor NATURE: Financial planning & wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2026 ADDRESS: 100 Corporate Pkwy, Suite 320, Buffalo NY 14226, United States DESCRIPTION: I am getting paid by Atlas while I get up and running with Previs and eventually start to share in their revenue. Should be about a year, maybe a little more.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-10 |
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