William Sexton

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

• 02/2022 → 12/2022
  Capstone Partners
  Boston, MA
• 08/2021 → 07/2023
  Doordash, Inc.
  San Francisco, CA
• 08/2020 → 06/2023
  Milton Hoosic Club
  Canton, MA
• 02/2015 → 06/2018
  Unemployed
  Milton, MA
• 03/2020 → 07/2020
  Unemployed
  Milton, MA
• 10/2021 → 10/2022
  Uber
  San Francisco, CA
• 04/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 02/2023 → 04/2025
  Louison, Costello, Condon & Pfaff, Llp
  Boston, MA
• 06/2018 → 09/2022
  Town Of Milton
  Milton, MA
• 06/2018 → 09/2018
  Quarry Hills L.P.
  Quincy, MA
• 03/2026 → Present
  Osaic Wealth Inc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14
• S63 Uniform Securities Agent State Law Examination
  2025-09-04