Silas Lance Hoxie

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

• 05/2015 → Present
  Towson University
  Towson, MD
• 05/2017 → 09/2018
  Heritage Financial Consultants
  Hunt Valley, MD
• 09/2018 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2019-06-24 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD

Other Businesses

1) TOWSON UNIVERSITY, 8000 YORK ROAD, TOWSON MD CATEGORY: INSTRUCTOR/TEACHER INVESTMENT RELATED: NO TITLE: PROFESSOR DUTIES: ADJUNCT PROFESSOR TEACHING A RETIREMENT BENEFITS CLASS START DATE: 08/2024 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO

Exams

• S66 Uniform Combined State Law Examination
  2019-06-22

Designations

• Certified Financial Planner