DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

Graham Edward Macneill

Advisor at OSAIC WEALTH, INC.

Melbourne, FL | SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26f7c5bb-4f76-5afc-0c46-4ad864c29f78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 5, 2003
First registration: Dec 8, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 2615044

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Apr 15, 2025	n/a	yes	Melbourne, FL\|SCOTTSDALE, AZ	Current employment
CROWDSTREET ADVISORS, LLC	Asset manager	Jul 5, 2022	Feb 21, 2025	no	Boynton Beach, FL\|NEW YORK, NY\|Melbourne, FL\|Melbourne, FL	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Aug 26, 2020	Jun 14, 2022	no	JOHNS CREEK, GA\|ST PETERSBURG, FL	Previous registration
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Feb 22, 2019	Jul 24, 2020	no	BOCA RATON, FL\|BOCA RATON, FL	Previous registration
NFSG CORPORATION	Bd affiliated wealth	Mar 1, 2017	Dec 14, 2018	no	BOCA RATON, FL	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Sep 16, 2015	Apr 19, 2016	no	Tulsa, OK	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 8, 2003	Apr 20, 2009	no	RALEIGH, NC\|MINNEAPOLIS, MN\|RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CROWDSTREET ADVISORS, LLC	OSAIC WEALTH, INC.	Feb 21, 2025	Apr 15, 2025	53	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	CROWDSTREET ADVISORS, LLC	Jun 14, 2022	Jul 5, 2022	21	Firm change	Ibd to RIA
B. RILEY WEALTH ADVISORS, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jul 24, 2020	Aug 26, 2020	33	Firm change	Ibd to ibd
NFSG CORPORATION	B. RILEY WEALTH ADVISORS, INC.	Dec 14, 2018	Feb 22, 2019	70	Firm change	Ibd to ibd
BOK FINANCIAL ADVISORS	NFSG CORPORATION	Apr 19, 2016	Mar 1, 2017	316	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BOK FINANCIAL ADVISORS	Apr 20, 2009	Sep 16, 2015	2,340	Firm change after gap	Other

Relationships

Registered with (7)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Apr 15, 2025 to presentfactForm ADV
→ CROWDSTREET ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 5, 2022 to Feb 21, 2025factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 26, 2020 to Jun 14, 2022factForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 22, 2019 to Jul 24, 2020factForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Mar 1, 2017 to Dec 14, 2018factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Sep 16, 2015 to Apr 19, 2016factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 8, 2003 to Apr 20, 2009factForm ADV

Dated events

Occurred
Feb 21, 2025
Advisor changed firm
Graham Edward Macneill left Crowdstreet Advisors, Llc for Osaic Wealth, Inc. (registered 2025-04-15)
Form ADVobserved 6 days ago
Occurred
Jun 14, 2022
Advisor changed firm
Graham Edward Macneill left Transamerica Financial Advisors, Llc for Crowdstreet Advisors, Llc (registered 2022-07-05)
Form ADVobserved 6 days ago