Best Investors Account Sign in
Inactive

Liam Peck

Osaic Wealth, Inc.

Wayland, MA

CRD 7853455

Claim This Profile
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
MA RA APPROVED 2025-08-11
  • MA RA
    APPROVED
    Since 2025-08-11

Branch Locations

286 Boston Post Road, Wayland, MA 01778 • 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
Xaverian Brothers High School And Bentley University Westwood And Waltham MA 01/2015 01/2024
Boston Wealth Management Wayland MA 03/2024 Present
  • 01/2015 → 01/2024
    Xaverian Brothers High School And Bentley University
    Westwood And Waltham, MA
  • 03/2024 → Present
    Boston Wealth Management
    Wayland, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-22
  • S65 Uniform Investment Adviser Law Examination
    2025-07-22

View on SEC IAPD

More in Wayland, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor