Zellie Wothers

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

• 09/2019 → Present
  Maller Wealth Advisors
  Hunt Valley, MD
• 06/2018 → 08/2019
  Wells Fargo Bank, Na
  Columbia, MD
• 08/2014 → 05/2018
  Bridgewater College
  Bridgewater, VA
• 03/2015 → 12/2017
  Bridgewater College
  Bridgewater, VA
• 08/2015 → 12/2016
  Bridgewater College
  Bridgewater, VA
• 05/2017 → 08/2017
  Harford Mutual Insurance Company
  Bel Air, MD
• 01/2020 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2020-08-08 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD

Other Businesses

1. MALLER WEALTH ADVISORS (MWA) POSITION: Associate Director NATURE: MWA is my employer. All business related activity is conducted through MWA and cleared through our B/D Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 09/09/2019 ADDRESS: 201 International Circle, Suite 100, Hunt Valley MD 21030, United States DESCRIPTION: See MWA website for details.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-07

Designations

• Certified Financial Planner

Other Names

• Zellie Jenel Wothers