Susan Howell Gallant

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

• 06/2002 → Present
  Valic Financial Advisors
  Glen Burnie, MD
• 12/2022 → Present
  Agia
  Houston, TX
• 04/2025 → Present
  Osaic Wealth, Inc
  Ellicott, MD

Previous Registrations

• 2003-07-02 → 2025-05-14
  Valic Financial Advisors, Inc.
  Durham, NC
  Glen Burnie, MD
  Linthicum Heights, MD
  Linthicum Heights, MD
  Berkeley Heights, NJ
  Mesa, AZ
  Mesa, AZ

Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-30
• S63 Uniform Securities Agent State Law Examination
  2003-02-27

Other Names

• Susan Howell Dean