Marc Timothy Larhette

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

• 09/2007 → 01/2024
  Woodbury Financial
  Oakland, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lafayette, CA

Previous Registrations

• 2007-09-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lafayette, CA
• 2005-11-29 → 2007-10-02
  Equitable Advisors, Llc
  San Francisco, CA
  Oakland, CA

Other Businesses

1)STARK MILLER FINANCIAL BENEFITS GROUP; NON INV REL;1970 BROADWAY SUITE 1070 OAKLAND, CA 94612; STRICTLY A DBA FOR NON-INVESTMENT PRODUCTS; VICE PRESIDENT; 7/1/2005; 1HR/MO; 1HR/MO; REVIEW MARKETING MATERIALS. 2)INTL SOCIETY OF CERTIFIED EMPLOYEE BENEFITS; NONINV REL; 268 BUSH ST #556, SAN FRANCISCO, CA 94104; EDUCATION COMMITTEE CHAIR; ATTEND QUARTERLY BOARD MEETINGS, ATTEND & PROMOTE CHAPTER EDUCATIONAL EVENTS; BENEFITS SPECIALIST; STARTED 01/2009; 1HR/MO-1 DURING TRADING HRS. 3) BAMCO FINANCIAL AND INSURANCE SERVICES POSITION: Officer/Director NATURE: C corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2005 ADDRESS: 3650 Mt. Diablo Blvd., Suite 104, Lafayette CA 94556, United States DESCRIPTION: 3)BAMCO FINANCIAL & INSURANCE SERVICES, INC; NONINV REL; PROVIDE EMPLOYEE BENEFIT SERVICES, PAY EXPENSES OF THE CORPORATION & EMPLOY STAFF; 33 and 1/3OWNER; STARTED 08/23/2010; 10HRS/MO- 10 DURING TRADING HRS; OWNER/ADMINISTRATIVE/SERVICE.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-16
• S63 Uniform Securities Agent State Law Examination
  1990-05-15

Designations

• Certified Financial Planner