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Chandler Blake Stone

Osaic Wealth, Inc.

Roseville, CA

CRD 6182597

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-12
CA RA APPROVED 2026-06-11
  • UT RA
    APPROVED
    Since 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-11

Branch Locations

1013 Galleria Boulevard Suite 290, Roseville, CA 95678 • 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
Sierra Consulting Group Roseville CA 03/2025 Present
Transitioning To New Job Orem UT 01/2025 03/2025
Yarro Studios Inc Orem UT 11/2020 12/2024
Tr Innovations Llc Provo UT 01/2018 Present
Kidnected World Salt Lake City UT 04/2016 01/2018
Osaic Wealth, Inc Roseville CA 03/2025 Present
  • 03/2025 → Present
    Sierra Consulting Group
    Roseville, CA
  • 01/2025 → 03/2025
    Transitioning To New Job
    Orem, UT
  • 11/2020 → 12/2024
    Yarro Studios Inc
    Orem, UT
  • 01/2018 → Present
    Tr Innovations Llc
    Provo, UT
  • 04/2016 → 01/2018
    Kidnected World
    Salt Lake City, UT
  • 03/2025 → Present
    Roseville, CA
Other Businesses

TR INNOVATIONS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 2279 N. University Pkwy. #150, Provo UT 84604, United States DESCRIPTION: My wife and I have a little e-commerce business and we sell consumer products on amazon.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03
Other Names
  • Chandler Blake Stone
  • Chandler Stone

View on SEC IAPD

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