Best Investors Account Sign in

Michael Kirby

Osaic Wealth, Inc.

Washington, DC

Glen Burnie, MD

CRD 7734011

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
DC RA APPROVED 2026-06-01
MD RA APPROVED 2026-05-07
  • DC RA
    APPROVED
    Since 2026-06-01
  • MD RA
    APPROVED
    Since 2026-05-07

Branch Locations

Washington, DC • United States

Glen Burnie, MD • 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
Chick-Fil-A Glen Burnie MD 08/2020 07/2021
Full-Time Education Glen Burnie MD 11/2015 08/2020
Full-Time Education Baltimore MD 07/2021 04/2022
Prospect Airport Services Glen Burnie MD 04/2022 02/2025
Everymind Rockville MD 09/2024 05/2025
Athena Wealth Strategies Glen Burnie MD 05/2025 Present
Osaic Wealth, Inc Washington DC 11/2025 Present
  • 08/2020 → 07/2021
    Chick-Fil-A
    Glen Burnie, MD
  • 11/2015 → 08/2020
    Full-Time Education
    Glen Burnie, MD
  • 07/2021 → 04/2022
    Full-Time Education
    Baltimore, MD
  • 04/2022 → 02/2025
    Prospect Airport Services
    Glen Burnie, MD
  • 09/2024 → 05/2025
    Everymind
    Rockville, MD
  • 05/2025 → Present
    Athena Wealth Strategies
    Glen Burnie, MD
  • 11/2025 → Present
    Osaic Wealth, Inc
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-05
  • S66 Uniform Combined State Law Examination
    2026-05-05
Other Names
  • Michael Robert Kirby

View on SEC IAPD

More in Washington, DC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor