Stacy Lynn Obney

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

• 01/2007 → 09/2018
  T. Rowe Price Investment Services, Inc.
  Tampa, FL
• 10/2018 → 12/2022
  Morgan Stanley
  Temple Terrace, FL
• 12/2018 → 12/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 02/2023 → Present
  Osaic
  Tampa, FL

Previous Registrations

• 2023-02-14 → 2023-09-01
  Osaic Services, Inc.
  St. Petersburg, FL
  Scottsdale, AZ
• 2018-10-31 → 2023-03-02
  Morgan Stanley
  Tampa, FL

Other Businesses

1. RENTAL PROPERTY POSITION: Landlord NATURE: This is a rental property that I own. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 2/1/13 ADDRESS: Temple Terrace, FL 33617 DESCRIPTION: Landlord for property, provide maintenance, collect rent.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-29
• S63 Uniform Securities Agent State Law Examination
  2007-12-10