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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-12 |
| NH | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Andover | MA | 12/1985 | 11/2018 |
| Osaic Wealth, Inc. | Concord | NH | 11/2018 | Present |
1) SIDNEY TYNER INSURANCE BROKERAGE BOSTON PARTNERS ADVISORY GROUP POSITION: agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1986 ADDRESS: 2 EAGLE SQ FL 4, CONCORD NH 03301, United States DESCRIPTION: Life and Annuity sales 2) CORE GROUP POSITION: agent NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2021 ADDRESS: 7373 N Scottsdale Rd, Ste A287, Scottsdale AZ 85253-3544, United States DESCRIPTION: insurance agent 3) BOSTON PARTNERS ADVISORY GROUP POSITION: Manager Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/08/2022 ADDRESS: 2 Eagle Square 4th Floor, Concord NH 03301, United States DESCRIPTION: Financial advisor, Fee and commission. Financial planning and wealth management. 4) SIDNEY TYNER AND BLAKE R WAYMAN LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2021 ADDRESS: 2 EAGLE SQ FL 4, CONCORD NH 03301, United States DESCRIPTION: Partner 5) SIDNEY D TYNER AND LYNETTE TYNER FAMILY TRUST POSITION: Trustee NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2017 ADDRESS: 20 Watson point Rd, Alton Bay NH 03810, United States DESCRIPTION: trustee on wife Lynette 6) TRUSTEE, ARRORNEY-IN-FACT, GUARDIAN, EXECUTOR, OR CONSERVATOR. LORRAINE TYNER LIVING TRUST POSITION: Trustee NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2017 ADDRESS: 20 Watson point Rd, Alton Bay NH 03810, United States DESCRIPTION: Trustee for Stepmother
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-14 |
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