William Henry Morse

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

• 07/2016 → 04/2018
  Our Lady Of Victory Catholic School
  State College, PA
• 04/2018 → 12/2018
  Centred Basketball
  State College, PA
• 01/2019 → 03/2020
  C3 Sports
  State College, PA
• 03/2020 → 07/2020
  Unemployed
  State College, PA
• 07/2020 → 09/2021
  Nittany Valley Sports Centre
  State College, PA
• 09/2021 → 03/2022
  Bankers Life
  Mechanicsburg, PA
• 03/2022 → 10/2023
  Citizens Bank
  State College, PA
• 10/2023 → Present
  Nittany Brokerage
  State College, PA
• 10/2025 → Present
  Osaic Wealth, Inc.
  State College, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-03
• S63 Uniform Securities Agent State Law Examination
  2026-02-18

Other Names

• William Henry Morse