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David Martin Schmidt

Treasurer, Financial PrincipalOsaic Wealth, Inc.CRD 5675524

About David Martin Schmidt

David Martin Schmidt is listed as Treasurer, Financial Principal at Osaic Wealth, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. David Martin Schmidt is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Osaic Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Martin Schmidt work?

David Martin Schmidt is listed as Treasurer, Financial Principal at Osaic Wealth, Inc. on SEC Form ADV.

How much of Osaic Wealth, Inc. does David Martin Schmidt own?

Form ADV reports a beneficial ownership band of Under 5%.

Osaic Wealth, Inc.

TitleTreasurer, Financial Principal
OwnershipUnder 5%
Control personNo
Since2017
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Osaic Fs, Inc.

TitleFinop And Treasurer
OwnershipUnder 5%
Control personYes
Since2024
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Osaic Fa, Inc.

TitleFinop And Treasurer
OwnershipUnder 5%
Control personYes
Since2024
View Osaic Fa, Inc. →

Ladenburg Thalmann Asset Management Inc

TitleTreasurer
OwnershipUnder 5%
Control personYes
Since2023
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Osaic Institutions, Inc.

TitleTreasurer, Financial And Operations Principal
OwnershipUnder 5%
Control personNo
Since2024
View Osaic Institutions, Inc. →