Barrett Boychuck Quigley

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

• 01/2015 → 11/2018
  Sii
  Haddonfield, NJ
• 11/2018 → Present
  Osiac Wealth Inc.
  Haddonfield, NJ

Previous Registrations

• 2015-08-26 → 2018-11-02
  Signator Investors, Inc.
  Haddonfield, NJ

Other Businesses

BENEFIT CONCEPTS POSITION: Partner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2019 ADDRESS: 109 N. Haddon Ave, Haddonfield NJ 08033, United States DESCRIPTION: Barrett Boychuck Quigley conducts securities and non-investment related activities under the trade name of Bencpts, Inc. dba Benefit Concepts which is not affiliated with Royal Alliance Associates, Inc. Barrett Boychuck Quigley also receives commissions from the sale of Group Insurance and Qualified Retirement Plans. She is compensated for Third Party Administration services rendered to Qualified Retirement Plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-25
• S63 Uniform Securities Agent State Law Examination
  2011-07-28

Other Names

• Barrett Anne Boychuck
• Barrett Boychuck