Inactive

Stephanie Louise Atli

Osaic Advisory Services, LLC

CRD 7707747

Claim This Profile

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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:

Current Employers

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-03-19
GA	RA	APPROVED	2026-03-03
FL	RA	APPROVED	2026-03-02
NC	RA	APPROVED	2026-02-19
TX	RA	APPROVED	2026-02-19

MA RA
APPROVED

Since 2026-03-19
GA RA
APPROVED

Since 2026-03-03
FL RA
APPROVED

Since 2026-03-02
NC RA
APPROVED

Since 2026-02-19
TX RA
APPROVED

Since 2026-02-19

Branch Locations

5775 Glenridge Dr Ste B-110, Atlanta, GA 30328 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Emico Advisory Services	Atlanta	GA	01/2023	Present
Strategic Benefits Advisors	Atlanta	GA	12/2013	01/2023
Osaic Wealth	Scottsdale	AZ	03/2023	Present
Osaic Advisory Services	Atlanta	GA	02/2026	Present

01/2023 → Present

Emico Advisory Services

Atlanta, GA
12/2013 → 01/2023

Strategic Benefits Advisors

Atlanta, GA
03/2023 → Present

Osaic Wealth

Scottsdale, AZ
02/2026 → Present

Osaic Advisory Services

Atlanta, GA

Designations

Certified Financial Planner

Other Names

Stephanie Louise Emling

View on SEC IAPD

More in Atlanta, GA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor