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Ross Alexander Shandra

Osaic Wealth, Inc.

Stamford, CT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-24
  • NY RA
    APPROVED
    Since 2025-01-24

Branch Locations

1177 High Ridge Rd Suite 206, Stamford, CT 06905 • 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
Lincoln Financial Advisors New York NY 07/2011 01/2025
Osaic Wealth, Inc. New York NY 01/2025 Present
  • 07/2011 → 01/2025
    Lincoln Financial Advisors
    New York, NY
  • 01/2025 → Present
    Osaic Wealth, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-19
S63 Uniform Securities Agent State Law Examination 1999-09-22
  • S65 Uniform Investment Adviser Law Examination
    2001-06-19
  • S63 Uniform Securities Agent State Law Examination
    1999-09-22

View on SEC IAPD

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