Stephen John Donnelly

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

• 09/2002 → Present
  Select Financial Services, Llc
  Paramus, NJ
• 09/2016 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 09/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Manahawkin, NJ
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Manahawkin, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Manahawkin, NJ

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Manahawkin, NJ
• 2016-09-12 → 2019-03-01
  Questar Asset Management, Inc.
  Manahawkin, NJ
  Minneapolis, MN
• 2009-02-27 → 2016-09-13
  Investors Capital Corp.
  Lynnfield, MA
  Greenville, SC
  Manahawkin, NJ
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
• 2002-09-13 → 2009-03-16
  Commonwealth Financial Network
  Manahawkin, NJ
  Hackensack, NJ
• 2002-04-05 → 2002-10-01
  Ubs Financial Services Inc.
  Paramus , NJ

Other Businesses

1) SELECT FINANCIAL SERVICES,LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/16/2005 ADDRESS: 14 Melanie way, Manahawkin NJ 08050, United States DESCRIPTION: insurance sales 2. STAFFORD TOWNSHIP PLANNING BOARD POSITION: board member NATURE: I am one of 9 members of Stafford township planning board which has hearings and approves or not building plans of expansion in our town. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2021 ADDRESS: 260 East Bay Ave, Manahawkin NJ 08050, United States DESCRIPTION: I am one vote on the say of what is approved to be built in our town, expansion of homes, developments, easements, etc. 3. COLLEGE CONSULTANTS.ORG POSITION: consultant NATURE: non profit organization that finds endowment scholarships for local students in my area INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/11/2022 ADDRESS: 14 melanie way, manahawkin NJ 08050, United States DESCRIPTION: meet with student and parents to have them become members so they can participate in endowment schlorships, look to sell life and annuities to parents if need arises, this will not be marketed to my securities clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-14
• S63 Uniform Securities Agent State Law Examination
  1996-11-23

Other Names

• Steve Donnelly
• Stephen John Donelly