David Mark Ellowitch

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

• 09/2007 → Present
  Ellowitch 3, Llc
  Fairfield, NJ
• 10/2010 → 10/2022
  Lincoln Financial Advisors
  Allentown, PA
• 10/2022 → Present
  Sagepoint Financial, Inc.
  Allentown, PA
• 10/2022 → 09/2023
  Sagepoint Financial, Inc.
  Allentown, PA
• 10/2022 → 04/2026
  Ironbridge Wealth Counsel, Llc
  Austin, TX
• 10/2010 → 10/2022
  Lincoln Financial Advisors
  Allentown, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Allentown, PA
• 04/2026 → Present
  Ironbridge Wealth Counsel, Llc
  Bee Cave, TX

Previous Registrations

• 2022-10-21 → 2023-09-01
  Osaic Services, Inc.
  Allentown, PA
  Allentown, PA
  Scottsdale, AZ
• 2010-10-01 → 2022-10-27
  Osaic Fa, Inc.
  Paramus, NJ
  Allentown, PA

Other Businesses

1. ELLOWITCH 3 LLC POS: Member NATURE: LLC INV.RLTD: N # OF HRS: 0 SEC. TRDNG HRS: 0 START DATE: 9/1/07 ADDY: Fairfield, NJ 07004 DESC: This LLC matches the marketing name that I used before my current role at Osaic Wealth. While I retain a role as a member of the LLC, I spend minimal time working in this entity. 2. IRONBRIDGE WEALTH COUNSEL POS: Private Wealth Advisor NATURE: LLC INV.RLTD: Y # OF HRS: 40 SEC. TRDNG HRS: 160 START DATE: 10/24/22 ADDY: Allentown, PA 18106 DESC: Offers traditional life insurance, long-term care insurance, and long-term disability insurance. Marketing name for sec. business 3. LEHIGH COUNTY DEMOCRATIC PARTY POS: Precinct Committee NATURE: Political Party INV.RLTD: N # OF HRS: 2 SEC. TRDNG HRS: 2 START DATE: 11/2/21 ADDY: Allentown PA 18105 DESC: Attend meetings of the Lehigh County Democratic Committee (LCDC), which occur about 8 times/year. Help connect community members with the party, and work in efforts to turn out the vote during the election. 4. CEASEFIRE PA EDUCATION FUND POSITION: Chairman NATURE: 501(c)(3) and 501(c)(4) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2017 ADDRESS: 100 South Juniper St., Philadelphia PA 19107, United States DESCRIPTION: I lead the board and provide strategic direction to the board in its efforts to move the organization mission forward and oversee the CEO. I have no authority over any financial accounts. 5. IRONBRIDGE WEALTH COUNSEL LLC (RIA) POS: IAR NATURE: Ind. RIA INV.RLTD: Y # OF HRS: 1 SEC. TRDNG HRS: 1 START DATE: 3/1/23 ADDY: Allentown PA 18106 DESC: minimal responsibility under this OBA or the solicitation agreement. 6. DEMOCRATIC JEWISH OUTREACH OF PA POS: Bd Mmbr NATURE: Pol. Org INV.RLTD: N # OF HRS: 1 SEC. TRDNG HRS: 1 START DATE: 1/16/24 ADDY: WASHINGTON, PA 19034 DESC: Help build connections in the local Jewish community. 7. AMHD LLC POS: Managing Member NATURE: Sole member - suggestion of my CPA I'm opening this LLC so I can take advantage of the S election by assigning my Osaic compensation to the LLC and putting myself on payroll. It will conduct no marketing and have no operating role beyond the accounting purpose. INV. RELATED: No # OF HRS: 0 SEC. TRADING HRS: 0 START DATE: 12/9/24 ADDY: Allentown PA 18106 DESCIPTION: handle the accounting of the firm by funding it and submitting my payroll information.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-21
• S63 Uniform Securities Agent State Law Examination
  1998-10-26

Designations

• Certified Financial Planner

Other Names

• David M Ellowitch