Emily Elizabeth Stover

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
NY	RA	APPROVED	2022-09-07

NY RA
APPROVED

Since 2022-09-07

Branch Locations

Babylon, NY • United States

Wantagh, NY • 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
Starbucks	Melville	NY	10/2020	03/2021
Mulcahy's	Wantagh	NY	11/2019	06/2021
Orangetheory Fitness	Merrick	NY	08/2018	11/2019
Starbucks	Wantagh	NY	06/2016	08/2018
Fidelity Investments	Plainview	NY	06/2021	08/2022
Nassau Community College	Garden City	NY	08/2013	06/2018
Molloy College	Rockville Centre	NY	09/2018	06/2021
Osaic Wealth, I Nc.	Wantagh	NY	09/2022	Present

10/2020 → 03/2021

Starbucks

Melville, NY
11/2019 → 06/2021

Mulcahy's

Wantagh, NY
08/2018 → 11/2019

Orangetheory Fitness

Merrick, NY
06/2016 → 08/2018

Starbucks

Wantagh, NY
06/2021 → 08/2022

Fidelity Investments

Plainview, NY
08/2013 → 06/2018

Nassau Community College

Garden City, NY
09/2018 → 06/2021

Molloy College

Rockville Centre, NY
09/2022 → Present

Osaic Wealth, I Nc.

Wantagh, NY

Previous Registrations

2022-05-23 → 2022-08-31

Fidelity Personal And Workplace Advisors

Plainview, NY

Other Businesses

1) MULCAHY'S POSITION: Bartender NATURE: other- restaurant, privately owned. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2019 ADDRESS: 3232 Railroad Ave, Wantagh NY 11793, United States DESCRIPTION: Bartender 2) TIM ALLEN FINANCIAL ASSOCIATES POSITION: Financial Advisor NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/07/2022 ADDRESS: 3500 Princeton Drive South, Wantagh NY 11793, United States DESCRIPTION: Meeting with clients,opening accounts,offering advice,preparing documents

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-26

S66 Uniform Combined State Law Examination

2022-02-26

Other Names

Emily Allen
Emily Elizabeth Allen

View on SEC IAPD