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Sidney David Tyner

Osaic Wealth, Inc.

Concord, NH

CRD 1469356

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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 2024-06-12
NH RA APPROVED 2018-11-02
  • MA RA
    APPROVED
    Since 2024-06-12
  • NH RA
    APPROVED
    Since 2018-11-02

Branch Locations

2 Eagle Square 4Th Floor, Concord, NH 03301 • 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
Signator Investors, Inc. Andover MA 12/1985 11/2018
Osaic Wealth, Inc. Concord NH 11/2018 Present
  • 12/1985 → 11/2018
    Signator Investors, Inc.
    Andover, MA
  • 11/2018 → Present
    Concord, NH
Previous Registrations
  • 2017-03-09 → 2018-11-02
    Signator Investors, Inc.
    Andover, MA
    Andover, MA
    Concord, NH
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-26
S63 Uniform Securities Agent State Law Examination 1987-05-14
  • S65 Uniform Investment Adviser Law Examination
    1999-07-26
  • S63 Uniform Securities Agent State Law Examination
    1987-05-14

View on SEC IAPD

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