Andrew Martin Sperry

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

• 09/1996 → 11/2023
  Fsc Securities Corporation
  Roswell, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Roswell, GA

Previous Registrations

• 2003-09-10 → 2023-11-03
  Fsc Securities Corporation
  Roswell, GA

Other Businesses

1. DBA: SPERRY FINANCIAL SERVICES; INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT 2. SPERRY FINANCIAL SERVICES SPERRY ADVISORY SERVICES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 09/15/1996 ADDRESS: 10929 Crabapple Road #103 Roswell, GA 30075, Roswell GA 30075, United States DESCRIPTION: Owner 3. SPERRY FINANCIAL SERVICES SPERRY ADVISORY SERVICES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 09/15/1996 ADDRESS: 10929 Crabapple Road #103 Roswell, GA 30075, Roswell GA 30075, United States DESCRIPTION: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-06
• S63 Uniform Securities Agent State Law Examination
  1986-07-02

Designations

• Certified Financial Planner