Cathleen Marie Bielawski

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

• 06/1985 → 03/2017
  John Hancock Mutual Life Insurance Compa
  Albany-General Agency, NY
• 06/1985 → 03/2017
  Signator Investors, Inc.
  Albany, NY
• 03/2017 → 11/2018
  Sii
  Boston, MA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-10-05
• S63 Uniform Securities Agent State Law Examination
  2018-12-04

Other Names

• Cathleen Marie Bielawski