Peyton Lindman Marshall

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

• 07/2024 → Present
  Osaic Fa, Inc.
  Glendale, CA
• 09/2023 → 05/2024
  Ministerio De Educacion, Spain
  Cartes
• 01/2022 → 08/2022
  Mixmode
  Santa Barbara, CA
• 08/2019 → 05/2023
  Westmont College
  Santa Barbara, CA
• 08/2020 → 05/2021
  Westmont College
  Santa Barbara, CA
• 02/2020 → 04/2021
  Santa Barbara Girls Lacrosse Association
  Santa Barbara, CA
• 09/2018 → 09/2019
  Lincoln Financial Group
  Glendale, CA
• 08/2015 → 06/2019
  Crescenta Valley High School
  La Crescenta, CA
• 06/2023 → 09/2023
  None
  Glendale, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Glendale, CA

Other Businesses

GLENDALE UNIFIED SCHOOL DISTRICT, CRESCENTA VALLEY HIGH SCHOOL POSITION: Lacrosse Assistant Coach NATURE: High School INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 09/30/2025 ADDRESS: 2900, La Crescenta CA 91214, United States DESCRIPTION: Assistant coach for the girls' lacrosse team at Crescenta Valley High School. Coaching practices and games throughout the school year.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-28

Other Names

• Peyton Marshall
• Peyton Elizabeth Lindman Marshall