Stella Shen

Osaic Wealth, Inc.

CRD 8193658

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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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-06-24

MA RA
APPROVED

Since 2026-06-24

Branch Locations

1500 District Ave, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tufts University	Medford	MA	07/2022	05/2025
Doherty Middle School	Andover	MA	08/2015	07/2018
Unemployed	Andover	MA	06/2025	10/2025
Andover High School	Andover	MA	08/2018	06/2022
Holistic Financial And Retirement Group	Burlington	MA	11/2025	Present
Osaic Wealth, Inc.	Burlington	MA	11/2025	Present

07/2022 → 05/2025

Tufts University

Medford, MA
08/2015 → 07/2018

Doherty Middle School

Andover, MA
06/2025 → 10/2025

Unemployed

Andover, MA
08/2018 → 06/2022

Andover High School

Andover, MA
11/2025 → Present

Holistic Financial And Retirement Group

Burlington, MA
11/2025 → Present

Osaic Wealth, Inc.

Burlington, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-07

S66 Uniform Combined State Law Examination

2026-04-07

View on SEC IAPD

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