Mary Therese Young

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

• 01/1988 → Present
  Lincoln Financial Group
  Hartford, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hartford, CT

Previous Registrations

• 2008-10-30 → 2025-01-24
  Osaic Fa, Inc.
  Hartford, CT

Other Businesses

1) MARTO REALTY 341 WEST STREET HEBRON, CT. 06248 CATEGORY: REAL ESTATE RENTAL. INVESTMENT-RELATED: YES. TITLE: CO-OWNER DUTIES: BALANCE CHECKING ACCOUNT, PAY BILLS, COLLECT RENT, FILE TAX FORMS. START DATE: 1/2005. HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) MARY YOUNG 350 CHURCH STREET, SUITE 200 HARTFORD, CT 06103 CATEGORY: INSURANCE INVESTMENT-RELATED: YES. TITLE: BROKER DUTIES: OFFERS DISABILITY INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 1/2009. HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS:2 3) MARY YOUNG POSITION: Agent NATURE: Insurance products placed with Lincoln Life Insurance and various companies INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2009 ADDRESS: 341 West Street, Hebron CT 06248, United States DESCRIPTION: Insurance products placed with Lincoln Life Insurance and various companies

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-02-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mary Theresa Young