Traci Lynn Kelly

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

• 01/2009 → 03/2017
  Jml Financial Group
  Cherry Hill, NJ
• 01/2010 → 01/2017
  Park Avenue Securities
  Cherry Hill, NJ
• 03/2017 → 11/2017
  Questar Capital Corporation
  Minneapolis, MN
• 12/2017 → 04/2020
  Tracikellymoney.COm
  Marlton, NJ
• 04/2015 → 10/2024
  Ohio National Financial Services
  Cincinnat, OH
• 12/2017 → 06/2022
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2022 → Present
  Smallwood Wealth Investment Management
  Brandon, FL
• 06/2022 → 11/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Tarpon Springs, FL

Previous Registrations

• 2022-06-21 → 2024-10-07
  Smallwood Wealth Management
  Tarpon Springs, FL
  Brandon, FL
  Red Bank, NJ

Other Businesses

1) Fixed Insurance 2. Investment related 3. Office of Employment Address 4. Fixed / Traditional Insurance 5. Agent 6. 06/2022 7. 100hrs/mo 8. 100 hrs during trading 9. Sales of Fixed /Traditional Products 2) GINGER GREEN FINANCIAL POSITION: Financial advisor NATURE: DBA for Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2025 ADDRESS: 935 Jefferson Blvd., Suite 2000, Warwick RI 02886, United States DESCRIPTION: Ginger Green Financial is the new DBA I am conducting my financial advisory business under. This included securities and insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2010-05-20

Other Names

• Traci L Kelly