Stephanie F Cassedy

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

• 02/2008 → 01/2025
  Lincoln Financial Securities
  Fallston, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fallston, MD

Previous Registrations

• 2011-01-28 → 2025-01-24
  Osaic Fs, Inc.
  Fallston, MD
  Fallston, MD
  Bel Air, MD

Other Businesses

1) STEPHANIE CASSEDY/FINANCIAL WELLNESS 2204 HARFORD ROAD FALLSTON, MD 21047 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SOLE PROPRIETOR DUTIES: OFFERING TRADITIONAL LIFE INSURANCE PRODUCTS, INCLUDING EQUITY INDEXED AND FIXED ANNUITIES START DATE: 11/15/2011 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) STEPHANIE CASSEDY - MULLEN, ANDERSEN AND ASSOCIATES 22 LINWOOD AVE, SUITE A BEL AIR, MD CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: EMPLOYEE DUTIES: SUPPORT ACCIDENT/DISABILITY/TRADITIONAL INSURANCE AND FIXED ANNUITY BUSINESS START DATE: 02/2008 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 16

Exams

• S66 Uniform Combined State Law Examination
  2010-11-07

Other Names

• Stephanie F Weedon