Sarah Lynn Cicero

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

• 09/2003 → 01/2025
  Lincoln Financial Advisors Corp
  Ellicott City, MD
• 10/2005 → Present
  Stonebridge Advisors, Inc
  Ellicott City, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Suffolk, VA

Previous Registrations

• 2015-06-16 → 2025-01-24
  Osaic Fa, Inc.
  Ellicott City, MD
  Ellicott City, MD
  Towson, MD
  Suffolk, VA

Other Businesses

1) SARAH CICERO/STONE BRIDGE ADVISORS, INC. 24 FREDERICK ROAD ELLICOTT CITY, MD 21043 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE, LONG TERM CARE INSURANCE, SERVICE FEE-BASED GROUP BENEFITS. START DATE: 04/2014 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2 2 )STONEBRIDGE ADVISORS, 24 FREDERICK RD, ELLICOTT CITY MD CATEGORY: OWNER INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LEGAL ENTITY AND APPROVED MARKETING NAME USED TO CONDUCT SECURITIES AND INVESTMENT-RELATED BUSINESS START DATE: 10/2005 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 80 3) POWER OF ATTORNEY FOR MOTHER (DEBRA CICERO) POSITION: Power of Attorney NATURE: My mother has listed me as Power of Attorney in her documents. She is currently able to manage financial affairs; however, if her capacity changes, I am authorized to make financial decisions for them per her POA document. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2024 ADDRESS: 7 Ridge Farm Court, Cockeysville MD 21030, United States DESCRIPTION: If either of my parents become incapacitated, I will make financial and legal decisions to act in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-14

Designations

• Certified Financial Planner

Other Names

• Sarah Cicero
• Sarah Lynn Cicero
• Sarah Lynn Decerbo
• Sarah Lynn Decerbo