Matthew Alexander Ros

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

• 01/2023 → 04/2023
  Active Directions
  Sydney Australia
• 05/2022 → 08/2022
  Applause
  Framingham, MA
• 06/2016 → Present
  Andover Country Club
  Andover, MA
• 03/2021 → 11/2022
  Umass Recreations Department
  Amherst, MA
• 10/2022 → 12/2022
  Umass Dining
  Amherst, MA
• 01/2014 → 03/2024
  Andover Public Schools
  Andover, MA
• 05/2024 → 09/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2025 → 09/2025
  Northwestern Mutual Investment Services Llc
  Woburn, MA
• 09/2025 → Present
  Osaic Wealth, Inc.
  Wakefield, MA

Other Businesses

1. GENX FINANCIAL LLC POSITION: Financial Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/06/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Gen X Financial is the LLC that facilitates payroll and benefits, for innovative financial group employees. 2. BOSTON PARTNERS WEALTH MANAGEMENT, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/06/2025 ADDRESS: 301 Edgewater Place, Wakefield MA 01880, United States DESCRIPTION: Prepare for client meetings, client paperwork, schedule appointment, due dilligence, research, creating illustrations for annuities and insurance. Setting up accounts, calling clients, investment proposals 3. BOSTON PARTNERS WEALTH MANAGEMENT LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2026 ADDRESS: 301 Edgewater Place, Wakefield MA 01880, United States DESCRIPTION: Sales/marketing of fixed annuities, and non-variable insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-19
• S63 Uniform Securities Agent State Law Examination
  2025-09-04

Other Names

• Matt Ros