Best Investors
Account
Sign in
Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-03 |
Branch Locations
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2023 | 05/2025 |
| Hyatt Regency Downtown Phoenix | Phoenix | AZ | 11/2022 | 11/2023 |
| The Scott Resort And Spa | Scottsdale | AZ | 09/2021 | 11/2023 |
| Black Angus Steakhouse | Chandler | AZ | 05/2017 | 05/2022 |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| Jpmorgan Chase & Co. | Phoenix | AZ | 03/2023 | 03/2023 |
| Project Destined | Tempe | AZ | 01/2022 | 04/2022 |
| Nike Basketball Tournament | Phoenix | AZ | 12/2021 | 12/2021 |
| Unemployed | Peoria | AZ | 09/2013 | 04/2017 |
| Geyser Group Llc | Phoenix | AZ | 01/2025 | Present |
| Modern Bartender | Phoenix | AZ | 01/2025 | Present |
| Osaic Wealth Inc | Peoria | AZ | 05/2025 | Present |
1. MODERN BARTENDER POSITION: Bartender NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2024 ADDRESS: 5021 S Tambor Rd, Mesa AZ 85212, United States DESCRIPTION: Mobile bartending events, Serving drinks 2. THE GEYSER GROUP LLC POSITION: Owner NATURE: Short term rental property management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: 2942 N 24th St, Ste 115, Phoenix AZ 85016, United States DESCRIPTION: Answering guest messages, property management, administrative duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
Reach out to this advisor