Adrian Evan Young

Osaic Wealth, INC.

23 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

275 Hess Blvd, Suite 100, Lancaster, PA, 17601

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Civil

May 2020

Final

Customer Dispute

February 2012

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adrian refers property and casualty insurance business for commissions and is a fixed insurance agent, dedicating minimal time to these activities. He also provides legal services, is a financial advisor, and is involved with several businesses and organizations, including real estate, a machine shop, and various boards.