Monica Ann Strong

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

• 05/2009 → 10/2018
  Axa Advisors, Llc
  New York, NY
• 10/2018 → 01/2025
  Lincoln Financial Securities
  Tucson, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Tucson, AZ

Previous Registrations

• 2018-10-30 → 2025-01-24
  Osaic Fs, Inc.
  Tucson, AZ
  Lexington, KY
  Tucson, AZ
• 2009-08-11 → 2018-11-02
  Equitable Advisors, Llc
  Tucson, AZ

Other Businesses

1) MONICA STRONG 9563 E CORTE DEL SOL BRILLANTE TUCSON AZ CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: BROKER DUTIES: OFFERS FIXED ANNUITIES, EQUITY INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 10/2018 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10. 2) MONICA STRONG - INSURANCE OBA POSITION: Agent NATURE: sales of fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/26/2018 ADDRESS: 9563 E Corte Del Sol Brillante, Tucson AZ 85748, United States DESCRIPTION: insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-10
• S63 Uniform Securities Agent State Law Examination
  1993-04-06