Unclaimed Profile

Arthur David Osman

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 99TOClean recordALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2810418Firm CRD# 25

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arthur David Osman · LAKELAND, FL

Registration

CRD #2810418 · ALLEN & COMPANY OF FLORIDA, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 24

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

CRD 25 · SEC 801-57874

AUM

$1.4B

Regulatory assets under management

Employees

3,621 client accounts

Services offered by ALLEN & COMPANY OF FLORIDA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →

Introduction

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Frequently Asked Questions

What services does Arthur David Osman offer?

Arthur David Osman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.

What are Arthur David Osman's credentials?

Arthur David Osman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arthur David Osman located?

Arthur David Osman is based in LAKELAND, Florida, working with ALLEN & COMPANY OF FLORIDA, LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Arthur David Osman charge for services?

Arthur David Osman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN & COMPANY OF FLORIDA, LLC?

ALLEN & COMPANY OF FLORIDA, LLC has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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