Nashoba Ren Bailey

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

• 06/2016 → 09/2022
  Hunter William Bailey Dba Wealth Strategies
  Citrus Heights, CA
• 09/2022 → 06/2024
  Securities America, Inc.
  Citrus Heights, CA
• 01/2023 → 06/2024
  Securities America Advisors
  Citrus Heights, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Citrus Heights, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Citrus Heights, CA

Previous Registrations

• 2023-01-06 → 2024-06-14
  Securities America Advisors, Inc.
  Citrus Heights, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-31
• S65 Uniform Investment Adviser Law Examination
  2021-11-19

Other Names

• Nash Ren Bailey