Preston Dean Bailey

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 06/2025 → 06/2025
  Renaissance Financial
  Sandy, UT
• 08/2024 → 12/2024
  Full Time Education
  Logan, UT
• 01/2025 → 05/2025
  Unemployed
  Logan, UT
• 06/2024 → 08/2024
  Renaissance Financial
  Sandy, UT
• 02/2024 → 08/2024
  Umb Fund Services
  Ogden, UT
• 08/2023 → 05/2024
  Full Time Education
  Logan, UT
• 11/2022 → 08/2023
  Schreiber
  Smithfield, UT
• 08/2022 → 05/2023
  Full Time Education
  Logan, UT
• 05/2022 → 08/2022
  Hawx Services
  Ogden, UT
• 01/2022 → 05/2022
  Schreiber
  Smithfield, UT
• 08/2021 → 05/2022
  Full Time Education
  Logan, UT
• 05/2021 → 11/2021
  Local Point Advertising
  Lehi, UT
• 07/2019 → 06/2021
  Full Time Religious Volunteer
  Ciudad De Mexico
• 05/2019 → 07/2019
  Suits And Supercars
  Cottonwood Heights, UT
• 08/2018 → 05/2019
  Icon Health And Fitness (Now Ifit)
  Logan, UT
• 08/2018 → 05/2019
  Full Time Education
  Logan, UT
• 10/2017 → 05/2018
  Chickfila
  Lehi, UT
• 08/2017 → 05/2018
  Full Time Education
  American Fork, UT
• 05/2017 → 08/2017
  Beaver Mesa Lllp
  Telluride, CO
• 08/2016 → 05/2017
  Full Time Education
  American Fork, UT
• 07/2025 → 06/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → 06/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Osaic Wealth
  Scottsdale, AZ
• 07/2026 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2025-12-01 → 2026-06-24
  Cetera Investment Advisers Llc
  Sandy, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26