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Michael Henry St. Amour

Osaic Wealth, Inc.

Marlton, NJ

CRD 2734014

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2017-04-27
DE RA APPROVED 2014-12-11
NC RA APPROVED 2012-10-04
FL RA APPROVED 2009-02-25
NJ RA APPROVED 2007-07-30
  • PA RA
    APPROVED
    Since 2017-04-27
  • DE RA
    APPROVED
    Since 2014-12-11
  • NC RA
    APPROVED
    Since 2012-10-04
  • FL RA
    APPROVED
    Since 2009-02-25
  • NJ RA
    APPROVED
    Since 2007-07-30

Branch Locations

1 Eves Drive Suite 111, Marlton, NJ 08053 • 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
OrganizationCityStateFromTo
Capital Benefit Consultants Inc. West Trenton NJ 01/2007 Present
Osaic Wealth, Inc. Allentown NJ 06/2007 Present
  • 01/2007 → Present
    Capital Benefit Consultants Inc.
    West Trenton, NJ
  • 06/2007 → Present
    Allentown, NJ
Previous Registrations
Other Businesses

1. 01/30/07 - CAPITAL BENEFIT CONSULTANTS INC/ NON-VARIABLE INSURANCE/35% TIME SPENT/ NJ 2. CAPITAL BENEFIT CONSULTANTS INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2007 ADDRESS: 1 Eves Drive, Suite 111, Marlton NJ 08053, United States DESCRIPTION: I am the President of Capital Benefit Consultants Inc., the d/b/a name that I utilize for my investment and employee benefits firm. 3. CAPITAL BENEFIT CONSULTANTS INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2007 ADDRESS: 1 Eves Drive, Suite 111, Marlton NJ 08053, United States DESCRIPTION: Sales and service of employee benefits (group medical, dental), life insurance, disability insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-25
S63 Uniform Securities Agent State Law Examination 1997-06-12
  • S65 Uniform Investment Adviser Law Examination
    2007-07-25
  • S63 Uniform Securities Agent State Law Examination
    1997-06-12
Other Names
  • Michael Henry Stamour

View on SEC IAPD

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