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Logan Adler

Osaic Wealth, Inc.

Aurora, OH

Orange Village, OH

CRD 7736115

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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
OH RA APPROVED 2025-05-07
  • OH RA
    APPROVED
    Since 2025-05-07

Branch Locations

Aurora, OH • United States

100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • 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
Osaic Fa, Inc. Orange Village OH 11/2024 Present
Waldon Country Club Aurora OH 03/2018 08/2022
Stratos Wealth Partners Chagrin Falls OH 05/2024 09/2024
Miami University Oxford OH 01/2021 12/2021
Miami University Oxford OH 08/2020 05/2024
Unemployed Aurora OH 12/2014 03/2018
Osaic Wealth, Inc. Orange Village OH 01/2025 Present
  • 11/2024 → Present
    Osaic Fa, Inc.
    Orange Village, OH
  • 03/2018 → 08/2022
    Waldon Country Club
    Aurora, OH
  • 05/2024 → 09/2024
    Stratos Wealth Partners
    Chagrin Falls, OH
  • 01/2021 → 12/2021
    Miami University
    Oxford, OH
  • 08/2020 → 05/2024
    Miami University
    Oxford, OH
  • 12/2014 → 03/2018
    Unemployed
    Aurora, OH
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Orange Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-21
  • S66 Uniform Combined State Law Examination
    2025-04-21
Other Names
  • Logan Alexander Adler

View on SEC IAPD

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