Stephanie Marie Sedor

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

• 07/2019 → 03/2020
  Twisted Vine Winery
  Dubois, PA
• 10/2019 → Present
  Robert Javens Financial Advisors & Wealth Strategies
  Dubois, PA
• 07/2015 → 06/2019
  Montgomery County Public Schools
  Christiansburg, VA
• 05/2021 → 01/2024
  Woodbury Financial Services Inc
  Dubois, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dubois, PA

Previous Registrations

• 2022-06-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Dubois, PA

Other Businesses

1. NATIONAL INSURANCE MARKETS, INC. POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/31/2020 ADDRESS: 915 Saxonburg Blvd., Suite 217, Pittsburgh PA 15223, United States DESCRIPTION: I work with National Insurance Markets, Inc. and I am contracted with companies to sell Medicare Supplement Plans, Medicare Advantage Plans, Prescription Part D plans, Disability Insurance, Under 65 insurance, dental, vision, and fixed/term Life Insurance.I am contracted with Allstate, Pennie, Highmark, UPMC, Aetna, Centene, Cincinnati Life, Gerber Life, Assurity, Pacific Life, Lincoln Financial, North America Co for Life & Health Ins., Protective Life & Annuity for fixed products not variable or securities related. I also partnered with Blue Edge Dental & Ameritas/Spirit Dental/Vision to offer additional options. 2. FAMILY OWNED GREENHOUSE POSITION: Laborer NATURE: We have a family owned greenhouse. We currently do not sell our products. It is purely a hobby for personal use and consumption. However, sales are being considered for this summer. Sole proprietor. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 12 START DATE: 05/01/2023 ADDRESS: 187 Brown Rd, Brookville PA 15801, United States DESCRIPTION: Planting crops from seed. Regular crop maintenance, transplanting, and harvesting. 3. ROTARY CLUB OF DUBOIS POSITION: Member NATURE: Rotary is a non-profit service club INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2023 ADDRESS: PO Box 271, DuBois PA 15801, United States DESCRIPTION: I have attended meetings as a representative of our business. I plan to participate in community based outreach programs and services. 4. DOOR DASH POSITION: Delivery Driver NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 06/08/2025 ADDRESS: 303 2nd Street, South Tower Suite 800, San Francisco CA 94107, United States DESCRIPTION: Making deliveries via door dash 5. STEPHANIE SEDOR POSITION: Landlord NATURE: Landlord. We have an existing rental unit that we just began renting out this month. Lease signed yesterday June 17th, 2025. Rental unit: $250 per month. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/17/2025 ADDRESS: 714 Butler Cemetery Road, Brookville PA 15825, United States DESCRIPTION: Landlord, maintaining the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-14
• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Other Names

• Stephanie Hartzell