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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 |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 11/2020 | 11/2023 |
| Ga Ang | Savannah | GA | 03/2017 | Present |
| Fsc Securities Corp | Atlanta | GA | 09/2016 | 03/2017 |
| Unemployed | Atlanta | GA | 07/2016 | 09/2016 |
| Osaic Wealth, Inc. | Atlanta | GA | 11/2023 | Present |
1) GA AIR NATIONAL GUARD POSITION: Navigator NATURE: Member - Air National Guard INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 03/29/2017 ADDRESS: 1401 Robert J Miller Jr. Drive, Garden City GA 31408, United States DESCRIPTION: C-130 Navigator 2) THE LEGACY ONE GROUP POSITION: Financial Advisor NATURE: Limited Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2021 ADDRESS: 2404 S. Grand Blvd, Ste 205, Pearland TX 77581, United States DESCRIPTION: This is a business name for the activities done through FSC. I am a financial advisor for The Legacy One Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-20 |
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