Stephen Tyler Ingalls

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

• 04/2009 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2009 → 11/2025
  Commonwealth Financial Network
  Lafayette, NJ
• 11/2025 → Present
  Osaic Wealth, Inc.
  Lafayette, NJ

Previous Registrations

• 2009-06-05 → 2025-11-04
  Commonwealth Financial Network
  Waltham, MA
  Lafayette, NJ
• 2005-01-07 → 2005-09-26
  Citigroup Global Markets Inc.
  Milford, PA
  Little Falls, NJ
  Milford, PA
  Goshen, NY
• 2002-02-11 → 2004-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sparta, NJ

Other Businesses

1.STEPHEN T INGALLS POSITION: Owner NATURE: Sole Prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/03/2025 ADDRESS: 168C Route15, Lafayette NJ 07848, United States DESCRIPTION: Fixed insurance business, life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-15
• S63 Uniform Securities Agent State Law Examination
  1996-09-20

Other Names

• Stephen Tyler Ingalls
• Stephen Tyler Ingalls Jr