Marylou Brewster
Professional summary
Marylou Brewster, who also goes by Marylou Dillinger, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Vienna, Virginia.
Marylou is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Marylou has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, Series 22TO, SIE, Series 62 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marylou Brewster's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Marylou Brewster's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 8219 Leesburg Pike Suite 200, Vienna, VA 22182January 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 8219 Leesburg Pike Suite 200, Vienna, VA 22182January 16, 2003 - May 26, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 6, 2000 - January 24, 2025
OSAIC FA, INC.
June 1, 1998 - January 24, 2025
OSAIC FA, INC.
April 30, 1980 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/24/2025)
(5/9/2025)
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Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 62
Date: 7/25/1988
Corporate Securities Limited Representative ExaminationSeries 1
Date: 4/29/1980
Registered Representative ExaminationFINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.