Stephanie Davis

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

• 08/2013 → 05/2017
  Student
  Charlotte, NC
• 07/2017 → 09/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2019 → 09/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2021 → 10/2022
  Fidelity Investments
  Scottsdale, AZ
• 10/2022 → 03/2023
  Wilde Wealth Management
  Scottsdale, AZ
• 12/2022 → 03/2023
  Cetera Advisors
  St Cloud, MN
• 12/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 03/2023 → 12/2023
  Unemployed
  Scottsdale, AZ

Previous Registrations

• 2022-12-02 → 2023-03-14
  Cetera Advisors Llc
  Scottsdale, AZ
• 2021-11-03 → 2022-10-21
  Fidelity Personal And Workplace Advisors
  Scottsdale, AZ
• 2019-11-07 → 2021-09-30
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-16
• S63 Uniform Securities Agent State Law Examination
  2017-08-23

Other Names

• Stephanie Renee Davis
• Stephanie Davis
• Steph Davis