William Gifford Newbury

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

• 07/2011 → Present
  William Glen Newbury
  Peoria, AZ
• 03/2012 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Peoria, AZ
• 08/2012 → Present
  Sagepoint Fiancial
  Phoenix, AZ
• 08/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2022-11-28 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2016-03-08 → 2022-11-28
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2016-03-08 → 2020-07-29
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2016-03-08 → 2020-07-29
  Fsc Securities Corporation
  Atlanta, GA
• 2012-08-02 → 2020-07-29
  Osaic Services, Inc.
  Scottsdale, AZ
• 2012-03-19 → 2012-05-23
  Waddell & Reed
  Scottsdale, AZ
  Peoria, AZ

Exams

• S66 Uniform Combined State Law Examination
  2011-12-23