EVP, Operations and Technology Solutions, Director · Osaic Wealth, Inc.
Matthew Adam Schlueter
CRD 2627931 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Osaic Wealth, Inc., an SEC-registered broker-dealer firm based in Scottsdale, AZ with $234.9 billion in regulatory assets, lists Matthew Adam Schlueter on its Form ADV as EVP, Operations and Technology Solutions, Director, a control person. The SEC filings also name Matthew at 4 other registered advisers.
Firms and roles
- Osaic Wealth, Inc.EVP, Operations and Technology Solutions, DirectorBroker-dealer firm · Scottsdale, AZ · $235B in regulatory assets
- Osaic Advisory Services, LLCExecutive Vice President, Operations and Technology SolutionsWealth manager · Atlanta, GA · $15B in regulatory assets
- Ladenburg Thalmann Asset Management IncEVP, Operations & Technology SolutionsAsset manager · New York, NY · $6.7B in regulatory assets
- Osaic Institutions, Inc.Director and Executive Vice President Operations and Technology SolutionsBroker-dealer firm · Meriden, CT · $6.5B in regulatory assets
- Vision2020 Wealth Management Corp.Chief Executive Officer, PresidentAsset manager · Scottsdale, AZ · $0M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 5 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (14)
- James Dale PriceChairman, Osaic Wealth, Inc.
- Erinn June FordDirector, Osaic Wealth, Inc.
- Shawn Michael MihalSVP, Chief Compliance Officer, Osaic Wealth, Inc.
- Christopher Mills MitchellCorporate Treasurer, Financial Principal, Osaic Wealth, Inc.
- Shannon ReidCEO, President, Director, Osaic Wealth, Inc.
9 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.