Mcray Link Collett

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

• 11/2010 → 08/2017
  Benefit Air Conditioning Llc
  Phoenix, AZ
• 09/2017 → 10/2017
  Unemployed From Full Time Employment
  Phoenix, AZ
• 11/2017 → Present
  Sagepoint Financial, Inc
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-11-28 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-07-06

Other Names

• Mac Collett