Devon Laura Costa

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

• 01/2022 → 02/2024
  Goldman Sachs
  Cohoes, NY
• 05/2021 → 09/2021
  Bouchey Financial Group
  Troy, NY
• 04/2020 → 01/2022
  Self-Employed Private Preschool Teacher & Nanny
  Sheffield, MA
• 09/2019 → 03/2020
  Lenox Memorial Middle & High School
  Lenox, MA
• 09/2019 → 03/2020
  Lee Middle & High School
  Lee, MA
• 08/2019 → 10/2019
  Naumkeag - The Trustees Of Reservation
  Stockbridge, MA
• 02/2017 → 12/2018
  Oregon State University
  Corvallis, OR
• 06/2018 → 08/2018
  The Sherwin Williams Paint Company
  Corvallis, OR
• 04/2018 → 06/2018
  Escape Corvallis
  Corvallis, OR
• 09/2016 → 06/2019
  Oregon State University
  Corvallis, OR
• 02/2024 → Present
  Osaic Wealth, Inc.
  Nashville, TN

Previous Registrations

• 2022-05-12 → 2024-03-14
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Other Businesses

1. CRAFT RANGER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2021 ADDRESS: 335 Jefferson Street, Lot C-9, Saratoga Springs NY 12866, United States DESCRIPTION: Duties include general management of the company and creating gifts to sell at craft fairs, in local stores, and online. 2. GENXFINANCIAL LLC POSITION: Associate Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 02/20/2024 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenXFinancial is the LLC that facilitates payroll and benefits for Innovative Financial Group employees. 3. SELLMYFINANCIALPRACTICE POSITION: Head of Client Engagement NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2024 ADDRESS: 2908 Poston Ave, Suite 1, Nashville TN 37203, United States DESCRIPTION: Retail investment sales 4. INNOVATIVE WEALTH TEAM, LLC POSITION: Associate Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products 5. INNOVATIVE WEALTH TEAM, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Sales / Marketing of fixed annuities of non-variable insurance.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-05

Other Names

• Devon Costa
• Devon Laura Runion