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Osaic

Osaic Vendor Cyber Rating & Cyber Score

Osaic.com

Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.


Osaic A.I CyberSecurity Scoring

Osaic
Company Information
Website:http://Osaic.com
Employees number:2,470
Number of followers:73,943
NAICS:52
Industry Type:Financial Services
Homepage:Osaic.com
Osaic Risk Score (AI oriented)
Between 700 and 749
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OsaicFinancial Services
Updated:
04/04/2026
740/1000
Moderate
Ba
AaaAaABaaBaBCaaCaC
Powered by our proprietary A.I cyber incident model
Insurance prefers TPRM score to calculate premium
Osaic Global Score (TPRM)
xxxx
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OsaicFinancial Services
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Findings

Osaic
OsaicModerate
Current Score
740Ba (MODERATE)
01000
1 incidents
0 avg impact
Incident timeline with MITRE ATT&CK tactics, techniques, and mitigations.
JULY 2026
742Before Incident
JUNE 2026
742Before Incident
MAY 2026
741Before Incident
APRIL 2026
741Before Incident
MARCH 2026
740Before Incident
FEBRUARY 2026
740Before Incident
JANUARY 2026
739Before Incident
DECEMBER 2025
739Before Incident
NOVEMBER 2025
738Before Incident
OCTOBER 2025
738Before Incident
SEPTEMBER 2025
737Before Incident
AUGUST 2025
737Before Incident
DECEMBER 2021
765Before Incident
Breach
23 Dec 2021Osaic
Osaic

Data Breach at Osaic via Vendor R.R. Donnelley & Sons Company

698After Incident
CRITICAL-67
OSA1014090725
The California Office of the Attorney General disclosed a data breach affecting Osaic, stemming from a systems intrusion at its third-party vendor, R.R. Donnelley & Sons Company, on December 23, 2021. The incident exposed sensitive personal information, including names, addresses, and Social Security numbers of an undisclosed number of individuals. The breach was reported publicly on August 17, 2023, highlighting a delayed discovery or notification timeline. The compromised data suggests a high-risk scenario where personally identifiable information (PII) was accessed by unauthorized actors, potentially enabling identity theft, financial fraud, or targeted phishing attacks. The involvement of a vendor introduces additional complexity, as the breach originated outside Osaic’s direct control, raising concerns about supply chain security and the adequacy of third-party risk management protocols. The lack of clarity on the number of affected individuals further complicates risk assessment and response efforts.
INCIDENT DETAILS -
TYPE
Data Breach
IMPACT
NamesAddressesSocial Security NumbersIdentity Theft Risk: Potential (due to exposed PII)
DATA BREACH
Personal InformationNumber Of Records Exposed: UnknownSensitivity Of Data: High (PII including SSNs)Data Exfiltration: PotentialNamesAddressesSocial Security Numbers

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