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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Rum International | Largo | FL | 05/2013 | Present |
| Valic Financial Advisor, Inc. | Tampa | FL | 08/2017 | 07/2021 |
| Pruco Securities Llc | Coral Gables | FL | 02/2022 | 03/2022 |
| The Prudential Insurance Company Of America | Coral Gables | FL | 02/2022 | 03/2022 |
| New York Life Insurance Co | Sunrise | FL | 12/2023 | 05/2025 |
| Nylife Securities | Sunrise | FL | 03/2024 | 05/2025 |
| Garrel Miani Financial Group | Key West | FL | 11/2024 | 05/2025 |
| Osaic Wealth Inc | Lutz | FL | 06/2025 | Present |
1. RED RUM INTERNATIONAL, LLC POSITION: Founder NATURE: Apparel wholesale and retail INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: 509 11th Ave NW, Largo FL 33770, United States DESCRIPTION: Oversee the production, marketing and sales of an online based apparel brand 2. DELGIUDICE ENTERPRISES, LLC POSITION: Founder NATURE: Advertising & Marketing Company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 509 11th Ave NW, Largo FL 33770, United States DESCRIPTION: oversee the administrative duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S66 | Uniform Combined State Law Examination | 2019-07-12 |
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