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Eric Stephen Schmidt

Osaic Wealth, Inc.

Jericho, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-24
  • NY RA
    APPROVED
    Since 2025-01-24

Branch Locations

100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • 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
Lincoln Financial Advisors Syosset NY 07/2012 08/2022
Lincoln Financial Advisors Jericho NY 08/2022 01/2025
Osaic Wealth, Inc. Jericho NY 01/2025 Present
  • 07/2012 → 08/2022
    Lincoln Financial Advisors
    Syosset, NY
  • 08/2022 → 01/2025
    Lincoln Financial Advisors
    Jericho, NY
  • 01/2025 → Present
    Jericho, NY
Previous Registrations
  • 2022-01-24 → 2025-01-24
    Osaic Fa, Inc.
    Huntington Station, NY
    New York, NY
    East Islip, NY
    Huntington Station, NY
    East Islip, NY
    Jericho, NY
Other Businesses

1) ERIC SCHMIDT 100 JERICHO QUADRANGLE SUITE 120 JERICHO, NY 11753 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/1996 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 2) ERIC SCHMIDT POSITION: Agent NATURE: Sale/Service of Fixed Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2012 ADDRESS: 100 Jericho quadrangle, Suite 120, Jericho NY 11753, United States DESCRIPTION: Sale/Service of Fixed Insurance Products 3) ERIC SCHMIDT/FIRE ISLAND ISLIP NY CATEGORY: SPORTS COACH INVESTMENT RELATED: NO TITLE: LIFE GUARD DUTIES: LIFE GUARD DUTIES START DATE: 07/21/2024 HOURS PER MONTH: 32 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-21
S63 Uniform Securities Agent State Law Examination 1986-10-31
  • S65 Uniform Investment Adviser Law Examination
    2022-01-21
  • S63 Uniform Securities Agent State Law Examination
    1986-10-31

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