Marion Grace Cuff

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → 12/2022
  Fsc Securities Corporation
  Sparta, NJ
• 12/2022 → 12/2022
  Tfs Securities, Inc
  Lincroft, NJ
• 12/2022 → 11/2023
  Fsc Securities
  Sparta, NJ
• 11/2023 → Present
  Osaic Wealth, Inc.
  Sparta, NJ

Previous Registrations

• 2022-12-20 → 2023-11-03
  Fsc Securities Corporation
  Sparta, NJ
  Sparta, NJ
  Orchard Park, NY
• 2022-12-14 → 2022-12-21
  World Investments, Llc
  Bayonne, NJ
• 2008-01-03 → 2022-12-13
  Fsc Securities Corporation
  Sparta, NJ

Other Businesses

1. I PROVIDE NOTARY SERVICES FOR MY CLIENTS UNDER THE GRACE FINANCIAL GROUP, CORPORATION, 128 SENECA LAKE ROAD SPARTA, NJ 07871, OWNER, STARTED THIS ACTIVITY: 2001, 1 HR/MO, 0 HR/TD,NOTARIZE DOCUMENTS FOR CLIENTS. 2. I PROVIDE INSURANCE SERVICES UNDER THE GRACE FINANCIAL GROUP, CORPORATION,128 SENECA LAKE ROAD SPARTA, NJ 07871, SOLE PROPRIETORSHIP, I WORK WITH AND PLACE MY INSURANCE CASES THROUGH THE NATIONAL BENEFIT GROUP, STARTED THIS ACTIVITY: 1987, 1 HR/MO, 0 HR/TD, I DETERMINE THE CLIENT'S NEEDS; LIFE INSURANCE, MOSTLY LEVEL TERM,DISCUSS THE CHOICES WITH THEM; TAKE THE APPLICATION AND SUBMIT IT TO TNBC. 3. SENECA LAKE CLUB, INC. POSITION: Trustee NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 127 Seneca Lake Road, Sparta NJ 07871 DESCRIPTION: As Trustee, I advise, suggest and vote on the lake association issues.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-02
• S63 Uniform Securities Agent State Law Examination
  1989-11-29