Bradley Harmon Schuman

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

• 09/1999 → 08/2022
  Lincoln Financial Advisors Corporation
  Syosset, NY
• 08/2022 → 01/2025
  Lincoln Financial Advisors
  Jericho, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Jericho, NY

Previous Registrations

• 2021-06-14 → 2025-01-24
  Osaic Fa, Inc.
  Syosset, NY
  Jericho, NY

Other Businesses

1. SCHUMAN ASSOCIATES POSITION: Partner - General NATURE: sale and service of fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 05/01/1999 ADDRESS: 1 Jericho Quadrangle, Suite 120, Jericho NY 11753, United States DESCRIPTION: sale and service of fixed insurance products 2. BRADLEY H. SCHUMAN POSITION: Self NATURE: Sale and service of fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 05/01/1999 ADDRESS: 100 Jericho Quadrangle, Suite 120, Jericho NY 11753, United States DESCRIPTION: Sale and service of fixed insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-02

Other Names

• Bradley Harmon Schuman
• Bradley Harmon Schuman
• Bradley Herman Schuman
• Bradley Schuman