Chandler S Fitzgerald

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Disclosures on record.

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.

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Years of Experience

4 years registered in the securities industry

Current & Past Employments

Current

OSAIC WEALTH, INC.Current·CRD# 23131

RIA

BD

1. 655 Beaver Creek Circle, Maumee, OH 435372. Perrysburg, OH

April 18, 2023 - Present

OSAIC WEALTH, INC.Current·CRD# 23131

RIA

BD

655 Beaver Creek Circle, Maumee, OH 43537

September 20, 2022 - Present

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Current Firm

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone Number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

8,979

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (11/6/2026)

SIGNATOR MANAGED ACCOUNT PLATFORM (8/28/2026)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER	—
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
REID, SHANNON	CEO, PRESIDENT, DIRECTOR	4815189
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory Assets Under Management

Total Number of Accounts

850,797

AUM (Assets Under Management)

$234,858,518,740

Disclosures

Regulatory Event

51

Arbitration

31

Bond

7

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SAVAGE AND ASSOCIATES INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 145 SECURITIES TRADING HOURS: 70 START DATE: 04/17/2023 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: As a financial advisor, I provide holistic financial services which includes life and health insurance products along with financial advice to clients for compensation. 2. AMBASSADOR FLOORING POSITION: installer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 8456 Saratoga Dr., Lambertville MI 48144, United States DESCRIPTION: I install flooring for jobs either when the company is overbooked or when they need a substitute installer. I only work evenings. 3. SAVAGE AND ASSOCIATES FINANCIAL ADVISOR POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 145 SECURITIES TRADING HOURS: 110 START DATE: 04/17/2023 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: As a financial advisor, I provide securities and investment advisory services including variable and investment products along with financial advice to clients for compensation. 4. DANA OPEN POSITION: Media Chairmen NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/30/2024 ADDRESS: 3400 Executive Pkwy, Toledo OH 43606, United States DESCRIPTION: Oversee the media communication between the local media outlets and the LPGA. 5. AFRICAN AMERICAN LEADERSHIP COUNCIL POSITION: Chairmen NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/30/2024 ADDRESS: 1001 Madison Ave., Toledo OH 43604, United States DESCRIPTION: Meet with the other chairmen to discuss strategy to bring more awareness to the affinity group. 6. TOLEDO CHRISTIAN POSITION: Varsity Assistant Coach NATURE: 501(c)

(3) INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2025 ADDRESS: 2303 Brookford Dr., Toledo OH 43614, United States DESCRIPTION: Assist in operating basketball program. Those duties include practice and game management, practice set up, clean up, and other functions that are involved with coaching. 7. CROSSVIEW CHURCH POSITION: Advisory Board/ Finance Committee NATURE: 501(c)

(3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2026 ADDRESS: 5834 Monroe St., Sylvania OH 43560, United States DESCRIPTION: I help with the strategic outlook of the church as it grows. The advisory board consists of 5 members that will meet monthly. I also will be a member of the finance committee. I will help the the planning and voting for finance projects. The committee consists of 3 members. My role will be to help with the budgeting and strategic planning of the church's projects. 8. CF TRAINING POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 120 W. 5th St., Perrysburg OH 43551, United States DESCRIPTION: Basketball and fitness training 9.CHANDLER FITZGERALD, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Provide and sell insurance solutions to clients

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Florida
(3/14/2024)

RR

Georgia
(1/18/2024)

RR

Michigan
(4/3/2023)

RR

New Mexico
(9/9/2025)

RR

North Carolina
(1/15/2025)

RR

Ohio
(4/3/2023)

IAR

Ohio
(4/18/2023)

RR

Tennessee
(1/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.