William Gregg Chamberlin

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

• 02/2004 → 08/2018
  Securities America, Inc.
  St. Louis, MO
• 02/2004 → 08/2018
  Securities America Advisors, Inc.
  St. Louis, MO
• 02/2004 → 08/2018
  William Chamberlin
  St. Louis, MO
• 08/2018 → 08/2025
  Lpl Financial Llc
  Clayton, MO
• 08/2025 → Present
  Osaic Wealth Inc
  Clayton, MO

Previous Registrations

• 2018-08-21 → 2025-08-28
  Lpl Financial Llc
  Clayton, MO
  Clayton, MO
  Farmer City, IL
• 2004-02-02 → 2018-08-21
  Securities America Advisors, Inc.
  St. Louis, MO
  Clayton, MO
  Clayton, MO
• 1997-06-10 → 2004-02-05
  New England Securities
  St. Louis, MO

Other Businesses

1. 8/21/2018 - Chamberlin Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2004.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-18
• S63 Uniform Securities Agent State Law Examination
  1986-02-14