Kerisha S Stewart

Osaic Wealth, Inc.

CRD 6030379

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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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-02-20

GA RA
APPROVED

Since 2026-02-20

Branch Locations

Loganville, GA • United States

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

Organization	City	State	From	To
Guardian Life Insurance Company	New York	NY	02/2012	02/2026
Park Avenue Securities Llc	New York	NY	07/2024	02/2026
Guardian Life Insurance	Loganville	GA	04/2024	02/2026
Park Avenue Securities	Loganville	GA	04/2024	02/2026
Osaic Wealth Inc	Loganville	GA	02/2026	Present

02/2012 → 02/2026

Guardian Life Insurance Company

New York, NY
07/2024 → 02/2026

Park Avenue Securities Llc

New York, NY
04/2024 → 02/2026

Guardian Life Insurance

Loganville, GA
04/2024 → 02/2026

Park Avenue Securities

Loganville, GA
02/2026 → Present

Osaic Wealth Inc

Loganville, GA

Previous Registrations

2025-08-12 → 2026-02-06

Park Avenue Securities Llc

New York, NY

Loganville, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-16

S66 Uniform Combined State Law Examination

2025-05-16

View on SEC IAPD

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