William Daniel Prestage

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

• 11/2009 → 10/2017
  Wood Financial Group, Llc
  Hendersonville, TN
• 11/2014 → Present
  Key Capital Management, Inc.
  Hendersonville, TN
• 08/2017 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Gallatin, TN

Previous Registrations

• 2022-04-19 → 2024-08-23
  Triad Advisors Llc
  Hendersonville, TN
  Mount Juliet, TN
  Atlanta, GA
  Mount Juliet, TN
  Gallatin, TN
• 2015-02-11 → 2022-05-18
  Key Capital Management, Inc.
  Hendersonville, TN
• 2010-12-16 → 2016-07-14
  Wfg Advisors, Lp
  Hendersonville, TN
• 2010-01-14 → 2010-12-17
  Investors Capital Corp.
  Hendersonville, TN
  Gilford, NH

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-01-25
• S65 Uniform Investment Adviser Law Examination
  2009-11-23

Designations

• Certified Financial Planner

Other Names

• Danny Prestage