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Schuyler Oda Mann

Retirement Wellness Group

Pasadena, CA

CRD 5759566

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Employer firm

Retirement Wellness Group CRD 297255

$527M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Wellness Group

123 South Marengo Ave. Suite 200, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

123 South Marengo Ave. Suite 200, Pasadena, CA 91101 • 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
M Holdings Securities, Inc. Portland OR 10/2012 06/2018
M Advisory Group Torrance CA 10/2012 06/2018
Retirement Wellness Group, Llc Newport Beach CA 07/2018 Present
  • 10/2012 → 06/2018
    M Holdings Securities, Inc.
    Portland, OR
  • 10/2012 → 06/2018
    M Advisory Group
    Torrance, CA
  • 07/2018 → Present
    Retirement Wellness Group, Llc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-14
  • S66 Uniform Combined State Law Examination
    2011-03-14

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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