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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Boca Raton | FL | 05/2003 | 05/2018 |
| Lincoln Financial Advisors | Boca Raton | FL | 05/2018 | 01/2025 |
| Osaic Wealth, Inc. | Boca Raton | FL | 01/2025 | Present |
1) MICHAEL MCNULTY, 7151 NW TURTLE WALK, BOCA RATON, FL, 33487 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 05/2018 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-12 |
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