Susan Jane Rede

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

• 11/1989 → Present
  Osaic Wealth, Inc.
  Monterey, CA
• 06/1984 → Present
  Susan J. Rede
  Monterey, CA
• 01/1995 → Present
  Susan J. Rede
  Monterey, CA

Other Businesses

1. SUSAN J. REDE, CORPORATE REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 80 GARDEN COURT, SUITE 210 MONTEREY, CA 93940, OWNER, STARTED 1998, LESS THAN 1 HOURS PER YEAR, LESS THAN 1 HOUR PER YEAR DURING STH, CORPORATE RIA WITH LORING WARD (BUCKINGHAM STRATEGIC PARTNERS). 2. SUSAN J. REDE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1984 ADDRESS: 80 Garden Court, Suite 210, Monterey CA 93940, United States DESCRIPTION: OCCASSIONALLY MAY SELL TERM, WHOLE LIFE, LONG-TERM CARE INSURANCE EITHER DIRECTLY THROUGH INSURANCE COMPANY OR VIA REFERRAL TO SOMEONE MORE ACTIVELY INVOLVED IN THE INSURANCE INDUSTRY. 3. SUSAN J. REDE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1995 ADDRESS: 80 GARDEN COURT, SUITE 210, Monterey CA 93940, United States DESCRIPTION: INCOME TAX PREPARATION

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-05

Designations

• Certified Financial Planner

Other Names

• Sue Rede