Stacy Marie O'KEeffe

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

• 01/2009 → Present
  Sagepoint Financial, Inc
  Phoenix, AZ
• 01/2019 → Present
  Fsc Sceurities Corporation
  Atlanta, GA
• 01/2019 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 01/2019 → Present
  Woodbury Finaincial, Inc.
  Oakdale, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
• 2003-06-24 → 2005-10-31
  Sunamerica Securities, Inc.
  Phoenix, AZ
• 2003-06-24 → 2004-03-05
  Sentra Securities Corporation
  Phoenix, AZ
• 2003-03-27 → 2003-06-06
  Banc One Securities Corporation
  Pheonix, AZ

Other Businesses

1. OSAIC FOUNDATION POSITION: pres./chair NATURE: corporate foundation pres. and chair INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 18700 N. Hayden Rd. Suite 25, Scottsdale AZ 85255, United States DESCRIPTION: run meetings, point of contact for foundation, active engagement in subcommittee work, active engage in community activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-10
• S63 Uniform Securities Agent State Law Examination
  2001-01-24

Other Names

• Stacy M Boulanger
• Stacy Marie Boulanger
• Stacy Marie Fierro
• Stacy Marie Boulanger