Kelly Emma Perney

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

• 10/2017 → Present
  Mosaic Wealth Consulting
  New Alexandria, PA
• 10/2016 → 10/2017
  Indiana First Savings Bank
  Greensburg, PA
• 06/2010 → 10/2016
  First Commonwealth Bank
  Greensburg, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  New Alexandria, PA

Previous Registrations

• 2018-07-20 → 2025-01-24
  Osaic Fa, Inc.
  New Alexandria, PA
  Pittsburgh, PA

Other Businesses

1. STANWOOD ELEMENTARY CARING PARENTS AND TEACHERS POSITION: Secretary NATURE: Stanwood Elementary Caring Parents and Teachers Organization is similar to a PTA/PTO. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 255 Arona Road, New Stanton PA 15672, United States DESCRIPTION: As Secretary I take notes at community meetings and am co-chair on various committees. I have no cash handling, check writing or investment related duties. The Co-Treasurers handle all money related items. 2. KELLY PERNEY - INSURANCE AGENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 7467 US 22, New Alexandria PA 15670, United States DESCRIPTION: Provided life insurance sales and analysis to clients. 3. KELLY PERNEY - NOTARY PUBLIC POSITION: Notary Public NATURE: Traditional notary activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2018 ADDRESS: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Notarize documents, securities related or not, for clients when requested following all standard law and procedures related to verification of the individual, their signing authority and in-person signature. 4. WEST HEMPFIELD MIDDLE SCHOOL PTA POSITION: Secretary NATURE: School Parent Teacher Association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2026 ADDRESS: 156 Northumberland Drive, Irwin PA 15642, United States DESCRIPTION: As Secretary, I take notes at community and board meetings and co-chair various committees. I have no cash handling, check writing or investment related duties.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-19

Other Names

• Kelly Emma Shaw