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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Pittsburgh | PA | 04/1994 | Present |
| Osaic Wealth, Inc. | Canonsburg | PA | 01/2025 | Present |
| Lincoln Financial Advisors Corp | Canonsburg | PA | 06/2000 | 01/2025 |
1)NAME AND ADDRESS:ROBERT LUKSIS, 370 SOUTHPOINTE BLVD, CANONSBURG, PA 15317 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, TRADITIONAL LIFE INSURANCE, AND FIXED ANNUITIES. START DATE: 7/1/1999 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS:5 2)NAME AND ADDRESS: ROBERT LUKSIS, 230 BELMONT AVE., CANONSBURG, PA 15317 CATEGORY: REAL ESTATE MANAGEMENT, RENTALS OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS RESIDENTIAL PROPERTY FOR RENTAL INCOME. START DATE: 1/1/1994 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-14 |
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