Mark Wallace Sherno

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

• 06/1984 → Present
  #Ia Sagemark Consulting, Inc.
  Columbia, MD
• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 1999-09-01 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Vienna, VA

Other Businesses

1) MARK SHERNO 8219 LEESBURG PIKE SUITE 200 VIENNA, VA. 22182 CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITIES, TRADITIONAL FIXED LIFE INSURANCE, LIFE SETTLEMENTS START DATE:06/01/98 HOURS PER MONTH: 40. HOURS PER MONTH DURING TRADING HOURS:40. 2) SHERNCO, LLC 8219 LEESBURG PIKE STE 200 VIENNA VA CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED FOR BUSINESS EXPENSES START DATE: 11/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-23
• S63 Uniform Securities Agent State Law Examination
  1984-09-11

Other Names

• Mark W Sherno