OSAIC WEALTH, INC.

SCOTTSDALE, Arizona·10 registered advisors·CRD# 23131
SEC# 801-548591670800-821-5100
01

Firm Overview

AUM
$94.6B
Regulatory assets under management
Employees
6838
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OSAIC WEALTH, INC.

10 registered advisors
Arthur Michael Sr Tambaro
NEW YORK, New York
Dmitry Goldin
JERSEY CITY, New Jersey
Gerald Charles Mohr
NEW YORK, New York
James Dean Siegel
NEW YORK, New York
Jeffrey Andrew Planty
NEW YORK, New York
John Michael Cooney
JERSEY CITY, New Jersey
Justin Ives Sacca
JERSEY CITY, New Jersey
Michael Ronald Mcreynolds
NEW YORK, New York
Noah David Sorkin
NEW YORK, New York
Timothy Robert Hodge
JERSEY CITY, New Jersey
05

Office Locations

NEW YORK, New York
6 advisors
JERSEY CITY, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. OSAIC WEALTH, INC. (CRD# 23131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.