Stuart Craig Hoch

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

• 12/2003 → 01/2025
  Lincoln Financial Advisors Corp.
  Red Bank, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Red Bank, NJ

Previous Registrations

• 2004-05-06 → 2025-01-24
  Osaic Fa, Inc.
  Manalapan, NJ
  Manalapan, NJ
  Red Bank, NJ
• 2002-05-06 → 2003-12-18
  Veravest Investment Advisors, Inc.
  Piscataway, NJ

Other Businesses

1) STUART C. HOCH 125 HALF MILE RD STE 102 RED BANK NJ 07701-6749 INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: PROVIDE INDIVIDUAL AND GROUP HEALTH PRODUCTS. START DATE: 09/01/88 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0 2) STUART HOCH POSITION: Other (please explain) Insurance Broker NATURE: Broker of fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/1988 ADDRESS: 125 Half Mile Road, Suite 102, Red Bank NJ 07701, United States DESCRIPTION: Fixed annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-24
• S65 Uniform Investment Adviser Law Examination
  1996-09-27

Designations

• Chartered Financial Consultant

Other Names

• Stuart Hoch