Molly May Stengel

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

• 09/2017 → 08/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2013 → 07/2017
  Messiah College
  Mechanicsburg, PA
• 08/2016 → 11/2016
  Rider Musser Development
  Mechanicsburg, PA
• 11/2016 → 04/2017
  Delta Development Group
  Mechanicsburg, PA
• 08/2018 → 02/2021
  Lincoln Financial Distributors
  Radnor, PA
• 02/2021 → 08/2023
  Royal Alliance Associates, Inc.
  Cherry Hill, NJ
• 08/2023 → Present
  Osaic Wealth, Inc
  Cherry Hill, NJ

Other Businesses

1. BALA FINANCIAL GROUP/FIXED INSURANCE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2021 ADDRESS: 505 S Lenola Road, Ste 200, Moorestown NJ 08057, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance 2. BALA FINANCIAL GROUP POSITION: Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2021 ADDRESS: 505 S Lenola Road, Ste 200, Moorestown NJ 08057, United States DESCRIPTION: Sales/marketing of securities of insurance products

Exams

• S66 Uniform Combined State Law Examination
  2021-02-26
• S63 Uniform Securities Agent State Law Examination
  2017-10-31

Other Names

• Molly Stengel
• Molly May Scott