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Sydney Charleton

Osaic Wealth, Inc.

Victor, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-30
  • NY RA
    APPROVED
    Since 2025-10-30

Branch Locations

6536 Anthony Drive Suite D, Victor, NY 14564 • 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
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Rochester NY 11/2021 12/2024
Gap Inc East Amherst NY 03/2021 06/2021
University At Buffalo Buffalo NY 06/2019 06/2023
Victor Senior Highschool Victor NY 06/2015 06/2019
Lincoln Financial Advisors Corporation Rochester NY 07/2018 02/2020
Not Applicable Victor NY 12/2024 06/2025
Bc Navigator Financial Llc Victor NY 06/2025 Present
Osaic Wealth, Inc Victor NY 10/2025 Present
  • 11/2021 → 12/2024
    Lincoln Financial Advisors Corporation
    Rochester, NY
  • 03/2021 → 06/2021
    Gap Inc
    East Amherst, NY
  • 06/2019 → 06/2023
    University At Buffalo
    Buffalo, NY
  • 06/2015 → 06/2019
    Victor Senior Highschool
    Victor, NY
  • 07/2018 → 02/2020
    Lincoln Financial Advisors Corporation
    Rochester, NY
  • 12/2024 → 06/2025
    Not Applicable
    Victor, NY
  • 06/2025 → Present
    Bc Navigator Financial Llc
    Victor, NY
  • 10/2025 → Present
    Victor, NY
Previous Registrations
  • 2024-04-16 → 2025-01-03
    Osaic Fa, Inc.
    Rochester, NY
Other Businesses

1. SYDNEY CHARLETON/CREATIVE WEALTH STRATEGIES POSITION: Agent NATURE: Solicit insurance to prospects with a need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 6536 Anthony Drive, Suite D, Victor NY 14564, United States DESCRIPTION: Solicit insurance to clients/prospects with a need.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2024-04-10
Other Names
  • Sydney Marie Charleton

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