Angela Marcel-Gavin

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

• 04/2016 → 12/2016
  Kentucky Fried Chicken
  Carson, CA
• 12/2016 → 09/2017
  Bibigo International
  Torrance, CA
• 09/2017 → 12/2018
  University Of California Riverside (Scotty's Convenience Store)
  Riverside, CA
• 04/2018 → 09/2018
  University Of California Riverside (Student Life)
  Riverside, CA
• 01/2019 → 09/2019
  University Of California Riverside (Student Life)
  Riverside, CA
• 09/2019 → 03/2020
  University Of California Riverside (Starbucks)
  Riverside, CA
• 08/2020 → 12/2020
  Phavour Ltd
  Hartlepool
• 09/2019 → 06/2020
  University Of California Riverside (Associated Student Board)
  Riverside, CA
• 09/2013 → 06/2017
  Torrance High School
  Torrance, CA
• 09/2017 → 06/2021
  University Of California Riverside
  Riverside, CA
• 04/2020 → 09/2020
  Unemployed
  Riverside, CA
• 09/2020 → 06/2021
  University Of California Riverside (Starbucks)
  Riverside, CA
• 07/2021 → 11/2025
  Goldman Sachs Ayco Personal Financial Management
  Irvine, CA
• 11/2025 → Present
  Osaic Wealth, Inc.
  Newport Beach, CA

Previous Registrations

• 2021-12-13 → 2025-12-11
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA
  Newport Beach, CA

Other Businesses

1. MWM PLANNERS POSITION: Operations & Marketing Associate NATURE: Doing Business As (DBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2025 ADDRESS: 2151 Michelson Dr, Ste195, Irvine CA 92612, United States DESCRIPTION: Operations & Marketing associate duties of the firm 2. MCCARTHY WEALTH MANAGEMENT POSITION: Operations & Marketing Associate NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/20/2025 ADDRESS: 2151 Michelson Dr, Ste 195, Irvine CA 92612, United States DESCRIPTION: operations & marketing associate

Exams

• S66 Uniform Combined State Law Examination
  2021-12-12