Gloria Marie Koester

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

• 08/2006 → Present
  Nettuno & Associates Inc.
  Dalonega, GA
• 08/2006 → Present
  Fsc Securities Corporation
  Atlanta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2022-12-02 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2014-08-07 → 2022-12-07
  Fsc Securities Corporation
  Atlanta, GA
• 2005-05-05 → 2014-06-24
  Fsc Securities Corporation
  Lake Havasu City, AZ
  Milton, GA
  Atlanta, GA
  Atlanta, GA
  Baldwin, GA

Exams

• S66 Uniform Combined State Law Examination
  2002-04-17