Kristen Nicole Tricarico

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

• 09/2014 → 05/2022
  Raymond James Financial Services, Inc
  St Petersburg, FL
• 01/2016 → 05/2022
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 11/2016 → 12/2017
  Dance And Circus Arts Of Tampa
  Dunedin, FL
• 03/2019 → 05/2022
  Self Employed
  Clearwater, FL
• 10/2021 → 05/2024
  Cigar City Crossfit
  Tampa, FL
• 03/2019 → 05/2022
  N/A
  N/A, FL
• 05/2022 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-07-22 → 2024-08-23
  Triad Advisors Llc
  Clear Water, FL
  Atlanta, GA
• 2016-01-25 → 2022-06-15
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
  St. Petersburg, FL
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-02
• S63 Uniform Securities Agent State Law Examination
  2015-01-22

Other Names

• Kristen Nicole Wallace
• Kristen Nicole Dorian