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Marciana Adina Elliott

Osaic Wealth, Inc.

Bronx, NY

Scottsdale, AZ

CRD 1549669

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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
NY RA APPROVED 2026-02-06
  • NY RA
    APPROVED
    Since 2026-02-06

Branch Locations

Bronx, NY • United States

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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
Guardian Life Insurance Company New York NY 10/2010 Present
Royal Alliance Associates New York NY 05/2015 Present
  • 10/2010 → Present
    Guardian Life Insurance Company
    New York, NY
  • 05/2015 → Present
    Royal Alliance Associates
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-01-07
S65 Uniform Investment Adviser Law Examination 1998-08-25
  • S63 Uniform Securities Agent State Law Examination
    2011-01-07
  • S65 Uniform Investment Adviser Law Examination
    1998-08-25
Other Names
  • Marcia Elliott
  • Marcia Elliott
  • Marcia Elliot
  • Marciana Adina Elliot
  • Marciana A Elliott

View on SEC IAPD

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