Claire G Besant

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

• 09/2017 → 07/2020
  Sanford C. Bernstein & Co., Llc
  New York, NY
• 08/2013 → 06/2017
  Colgate University
  New York, NY
• 02/2016 → 05/2017
  Advito (Subsidiary Of Bcd Travel)
  Chicago, IL
• 06/2017 → 09/2017
  Advito (Subsidiary Of Bcd Travel)
  Riverside, CT
• 07/2020 → 11/2021
  Iex Services, Llc
  New York City, NY
• 11/2021 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 04/2022 → 06/2024
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-04-19 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-16
• S63 Uniform Securities Agent State Law Examination
  2021-07-08

Other Names

• Claire Gavin Besant