Michael Stuart Parker

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

• 02/2012 → 08/2017
  Thornburg Securities Corp
  Santa Fe, NM
• 07/2018 → Present
  Woodbury Financial
  Oakdale, MN
• 08/2017 → 07/2018
  Unemployed
  Santa Fe, NM
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2018-07-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2012-03-22 → 2017-08-10
  Thornburg Investment Management Inc
  Santa Fe, NM
• 2011-01-24 → 2011-07-13
  Advisors Asset Management, Inc.
  Monument, CO
  Boerne, TX
• 2004-11-08 → 2005-07-20
  Metlife Investment Fund Services Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-21
• S63 Uniform Securities Agent State Law Examination
  1990-03-22