Dawn Lynn Green
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Wilmington UniversityJun 2010 to now
- Mass Mutual Insurance CompanyJan 2023 to Sep 2025
- MML Investors Services, LLCJan 2023 to Sep 2025
- Pruco Securities, LLC.Nov 2017 to Jan 2023
- Prudential Insurance Company of AmericaNov 2017 to Jan 2023
- Signator Investors, Inc.May 2016 to Nov 2017
- Wisdom Wealth and WinningSep 2012 to Jan 2023
- Canaan Land Investments @ Berkshire LLCFeb 2007 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (DE, FL, NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5543859
- Firm CRD
- 23131