Cynthia Marcella Bremer

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 → 08/2023
  Royal Alliance Associates, Inc.
  Gloucester, MA
• 08/2023 → Present
  Osaic Wealth Inc
  Gloucester, MA

Other Businesses

1. TRUSTEE OF PARENTS' IRREVOCABLE TRUST: THIS ACTIVITY IS EXPECTED TO TAKE MUCH LESS THAN ONE HOUR PER MONTH. MY BUSINESS NAME FOR ALL OBAS IS: CYNTHIA M. BREMER AT: 38 LEVERETT STREET GLOUCESTER, MA 01930 2. CYNTHIA BREMER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/15/1988 ADDRESS: 38 Leverett Street, Gloucester MA 01930, United States DESCRIPTION: Determine client needs for permanent or term coverage, fixed or variable and review a variety of carriers to select from based on client needs and objectives. In the past I have presented and sold Long Term Care Insurance and Health Care Insurance. Fixed Annuities and Fixed-Indexed Annuities which are approved by the Broker dealer 3. CYNTHIA M. BREMER POSITION: Trustee NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 38 Leverett Street, Gloucester MA 01930, United States DESCRIPTION: Trustee of Brother's IRR Trust 4. CYNTHIA M. BREMER POSITION: Trustee NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 38 Leverett St, Gloucester MA 01930, United States DESCRIPTION: Serve as Trustee on both of my parents Irrevocable Trusts

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-21
• S63 Uniform Securities Agent State Law Examination
  1985-02-06