Michael Terry

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

• 06/2003 → 04/2022
  Bank Of America
  Princeton, NJ
• 04/2022 → 01/2024
  Woodbury Financial Services Inc
  Cresskill, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hackensack, NJ

Previous Registrations

• 2022-07-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cresskill, NJ
  Hackensack, NJ

Other Businesses

1) LIONOAK CAPITAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2022 ADDRESS: 27 Wembley Drive, MOUNT LAUREL NJ 08054, United States DESCRIPTION: This LLC was set up as tax structure to receive recruitment compensation funds.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-11
• S63 Uniform Securities Agent State Law Examination
  2000-09-06

Designations

• Certified Financial Planner

Other Names

• Michael Patrick Terry