Sean Richard Bove

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

• 01/2009 → 11/2018
  Sii
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Nashville, TN

Previous Registrations

• 2013-05-24 → 2018-11-02
  Signator Investors, Inc.
  Boston, MA
  Boston, MA
  Seekonk, MA
  Nashville, TN
  Gold River, CA

Other Businesses

1. INNOVATIVE WEALTH TEAM, LLC POSITION: Head of Innovative Wealth Team Private Client NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2025 ADDRESS: 12575 Faraday Ln Orlando FL 32827 DESCRIPTION: Sales/Marketing of securities, investment advisory, and insurance products. 2. INNOVATIVE WEALTH TEAM, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2025 ADDRESS: 12575 Faraday Ln Orlando FL 32827 DESCRIPTION: Sales/Marketing of Fixed Annuities and non-variable insurance. 3. MH RETAIL HOLDINGS LLC - ADVISORY COUNCIL POSITION: Advisory Council NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 112575 Faraday Ln Orlando FL 32827 DESCRIPTION: Limited to participation in the company's advisory council to provide advice on technology and process improvements.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-23
• S63 Uniform Securities Agent State Law Examination
  2008-02-05