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Stephen Franklin Stewart

Osaic Wealth, Inc.

Vienna, VA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Vienna VA 07/2000 01/2025
Sagemark Consulting Vienna VA 07/2000 Present
Osaic Wealth, Inc. Vienna VA 01/2025 Present
  • 07/2000 → 01/2025
    Lincoln Financial Advisors
    Vienna, VA
  • 07/2000 → Present
    Sagemark Consulting
    Vienna, VA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Vienna, VA
Previous Registrations
  • 2003-07-31 → 2025-01-24
    Osaic Fa, Inc.
    Vienna, VA
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-30
  • S66 Uniform Combined State Law Examination
    2003-07-30

View on SEC IAPD

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Other Offices

CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
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