Mary Christine Defilippis

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

• 02/2015 → Present
  Sagepoint Financial, Inc
  Phoenix, AZ

Previous Registrations

• 2015-03-09 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
• 2012-01-06 → 2015-02-03
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  San Francisco, CA
  Phoenix, AZ
• 2011-04-05 → 2011-12-12
  Osaic Services, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2011-04-04

Other Names

• Mary Christine Reuter