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Sheila M Gentile

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 5875279

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-26
  • NJ RA
    APPROVED
    Since 2023-07-26

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Advisory Services Llc Edison NJ 03/2015 09/2019
Foresters Financial Services Edison NJ 07/2016 09/2019
Royal Alliance Matawan NJ 09/2019 04/2021
Pruco Securities, Llc. Newark NJ 04/2021 07/2023
Prudential Insurance Company Of America Newark NJ 04/2021 07/2023
Osaic Wealth, Inc. Jersey City NJ 07/2023 Present
  • 03/2015 → 09/2019
    Foresters Advisory Services Llc
    Edison, NJ
  • 07/2016 → 09/2019
    Foresters Financial Services
    Edison, NJ
  • 09/2019 → 04/2021
    Royal Alliance
    Matawan, NJ
  • 04/2021 → 07/2023
    Newark, NJ
  • 04/2021 → 07/2023
    Prudential Insurance Company Of America
    Newark, NJ
  • 07/2023 → Present
    Jersey City, NJ
Previous Registrations
  • 2021-04-26 → 2023-08-03
    Newark, NJ
    Newark, NJ
  • 2019-09-13 → 2021-04-06
    Scottsdale, AZ
  • 2015-03-25 → 2019-08-27
    Foresters Advisory Services, Llc
    Edison, NJ
Other Businesses

1. SELF-EMPLOYED POSITION: N/A NATURE: I list items for sale on Poshmark, a buying/selling platform, and receive payment from buyers for those items. I do not have a registered business entity and do not have a direct employer. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 5 Merritt Terrace, Matawan NJ 07747, United States DESCRIPTION: I post items for sale on Poshmark. If/when they sell, I receive payment from buyers through Poshmark. Poshmark takes 20% of the sale price and I receive 80%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-16
S63 Uniform Securities Agent State Law Examination 2012-07-02
  • S65 Uniform Investment Adviser Law Examination
    2015-03-16
  • S63 Uniform Securities Agent State Law Examination
    2012-07-02
Other Names
  • Sheila Michelle Gross
  • Sheila Michelle Gross
  • Sheila M Gross

View on SEC IAPD

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