Sandy Luong

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

• 01/2018 → 11/2022
  Grove Point Investments, Llc
  Rockville, MD
• 06/2015 → 01/2018
  Pnc Bank
  Rockville, MD
• 07/2010 → 12/2016
  Hunt Fresh
  Gaithersburg, MD
• 04/2021 → 11/2022
  Grove Point Advisors, Llc
  Rockville, MD
• 11/2022 → 08/2024
  Triad Advisors
  Norcorss, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-11-18 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
• 2021-04-01 → 2022-11-11
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
• 2018-10-02 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Other Names

• Sandy H Luong