Mary Elizabeth Gordon

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

• 06/2014 → 10/2019
  The Standard
  Portland, OR
• 10/2019 → Present
  The Standard
  Portland, OR
• 11/2021 → 09/2023
  Stancorp Equities, Inc.
  Portland, OR
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  2022-02-17

Other Names

• Mary Elizabeth Gordon
• Mary Gordon