Ana Maria Wagner

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

• 06/2015 → 03/2026
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 06/2015 → 03/2026
  Raymond James & Associates
  Saint Petersburg, FL
• 06/2015 → 03/2026
  Raymond James Financial Services Advisors
  Saint Petersburg, FL
• 03/2026 → Present
  Osaic Wealth Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-08-15 → 2025-09-04
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2023-10-16 → 2025-09-04
  Raymond James Financial Services Advisors, Inc
  St Petersburg, FL

Other Businesses

POSHMARK RESALER POSITION: Reseller NATURE: Online reseller through Poshmark and other reseller sites. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2026 ADDRESS: 15705 Cochester Road, Tampa FL 33647, United States DESCRIPTION: I buy thrifted clothes and sell them online.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-03
• S63 Uniform Securities Agent State Law Examination
  2017-05-09

Other Names

• Ana Bello
• Ana Wagner
• Ana Maria Bello