Alessandra Jy Wong

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

• 09/2024 → Present
  Osaic
  Wayland, MA
• 11/2019 → 09/2024
  Takeda Pharmaceuticals
  Cambridge, MA
• 09/2015 → 05/2019
  Babson College
  Wellesley, MA
• 08/2019 → 11/2019
  Modo Labs
  Cambridge, MA
• 05/2019 → 08/2019
  Unemployed
  Weston, MA

Other Businesses

BOSTON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/24/2025 ADDRESS: 286 Boston Post Road, Wayland, MA 01778 DESCRIPTION: Conduct all DC and DB work as a Plan Advisor. Assist in the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client's facts and circumstances. Drive business development through client and plan participant outreach, professional networks, and social media.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-09

Other Names

• Ally Wong