Sydney Balint

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 01/2025
  Lincoln Financial Group
  Philadelphia, PA
• 12/2021 → 01/2022
  Everett Area School District
  Everett, PA
• 06/2020 → 08/2021
  Everett United Methodist Children'S Center
  Everett, PA
• 05/2019 → 07/2019
  Bedford Omni Springs Resort
  Bedford, PA
• 08/2005 → 05/2018
  Everett Area School District
  Everett, PA
• 08/2018 → 05/2022
  Shippensburg University
  Shippensburg, PA
• 01/2025 → 03/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 05/2025 → Present
  Morgan Stanley
  Greenville, DE

Previous Registrations

• 2025-01-24 → 2025-04-02
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2023-09-28 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-09-18

Other Names

• Sydney Reffner
• Sydney Grace Reffner