Anna Marie Stotka

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

• 05/2009 → 01/2025
  Lincoln Financial Securities Corp
  Edison, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Edison, NJ

Previous Registrations

• 2009-09-04 → 2025-01-24
  Osaic Fs, Inc.
  Clark, NJ
  Edison, NJ
• 2002-10-18 → 2009-05-29
  Citigroup Global Markets Inc.
  New Brunswick, NJ
  New Brunswick, NJ

Other Businesses

1)ANNE MARIE STOTKA 29 CARRIAGE PLACE EDISON, NJ 08820 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY AND P&C INSURANCE. START DATE: 5-1-09 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 2 2) ANNA MARIE STOTKA - WEICHERT REALTORS POSITION: Agent NATURE: Sole Proprietor real estate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2009 ADDRESS: 123 Lincoln Hwy, Edison NJ 08820, United States DESCRIPTION: Occasional listing/sale that come from past clients. I do not advertise or promote myself.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-11-17

Other Names

• Anna Marie Stotka
• Anne Marie Stotka
• Anne Marie Stotka