Best Investors Account Sign in

Michael Granger

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 6811398

Claim This Profile
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
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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
Delaware Claims Processing Facility Wilmington DE 06/2015 06/2017
Lincoln Financial Advisors Philadelphia PA 06/2017 02/2025
Osaic Wealth, Inc. Scottsdale AZ 01/2025 Present
  • 06/2015 → 06/2017
    Delaware Claims Processing Facility
    Wilmington, DE
  • 06/2017 → 02/2025
    Lincoln Financial Advisors
    Philadelphia, PA
  • 01/2025 → Present
    Scottsdale, AZ
Previous Registrations
  • 2019-10-21 → 2025-01-24
    Osaic Fa, Inc.
    Radnor, PA
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-02
  • S66 Uniform Combined State Law Examination
    2019-10-02

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor