Nabeha Brown

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

• 10/2016 → 12/2020
  Charles Schwab And Co., Inc.
  Phoenix, AZ
• 07/2016 → 10/2016
  Unemployed
  Mckinney, TX
• 12/2020 → 08/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 06/2022 → 08/2022
  Robinhood Markets, Inc
  Tempe, AZ
• 08/2022 → 10/2022
  Unemployed
  Phoenix, AZ
• 10/2022 → 07/2023
  Morgan Stanley Smith Barney Llc
  Tempe, AZ
• 08/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-08-18 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
• 2023-01-31 → 2023-08-15
  Morgan Stanley
  Gilbert, AZ
  Tempe, AZ
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  2019-10-17