Cynthia Maresca Boyle

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

• 02/2013 → 11/2021
  Wells Fargo Advisors Financial Network, Llc
  Landrum, SC
• 11/2021 → 04/2026
  Stifel Independent Advisors, Llc
  Landrum, SC
• 04/2026 → Present
  Osaic Wealth, Inc.
  Landrum, SC

Previous Registrations

• 2021-11-08 → 2026-05-07
  Stifel Independent Advisors, Llc
  Landrum, SC
  Landrum, SC
  St. Louis, MO
• 2013-02-15 → 2021-11-10
  Wells Fargo Advisors Financial Network, Llc
  Landrum, SC
• 2000-02-29 → 2013-02-27
  Raymond James & Associates, Inc.
  Landrum, SC
  Tryon, NC

Other Businesses

1. Rental; 225 Fairview Farms Rd, Campobello, SC 29322; Guest House Rental; Owner; Collect Rent; 01/01/1997; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 2. Freehold Wealth Management Office Building; 910 East Rutherford St, Landrum, SC; 29356; Rental; Owner; Collect Rent; 01/01/2015; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 3. 2784 Pea Ridge Rd, A and B Rentals; Mill Spring, NC 28756; Rental; Owner; Collect Rent; 01/01/2016; 2 Hours per Month; Not During Securities Trading Hours; Investment-Related. 4. Freehold Financial Group LLC; 910 East Rutherford St, Landrum, SC 29356; Conduit for our Stifel affiliation; Co-Owner; Financial Advisor; 01/01/2010; 8 Hours per Day; During Securities Trading Hours; Investment-Related. 5. US Para Dressage Foundation; 11350 Timberlodge Terr Boca Raton FL 33431; board member; 1/31/22; 0 hours per day; not during sec trading hours; not inv related 6. I.S.L.E. Isle of Palms Literary Events; isle of palms city hall, 1207 Palm Blvd, SC 29451; literacy; to promote literary by exposure of authors to adults and school children; advisory; 02/12/2024; 0 Hours per Day; Not during securities trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-28
• S63 Uniform Securities Agent State Law Examination
  1982-06-09

Other Names

• Cindy Boyle
• Cynthia Ann Maresca