Ashley Nicole Berecz

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

• 11/2024 → Present
  Osaic
  Newport Beach, CA
• 08/2023 → Present
  Osaic
  Newport Beach, CA
• 11/2020 → 07/2023
  Peer Executive Boards
  Tustin, CA
• 03/2019 → 02/2020
  Mcdermott + Bull Executive Search Firm
  Irvine, CA
• 06/2016 → 12/2023
  Fisherman's Restaurant And Bar
  San Clemente, CA
• 05/2017 → 12/2018
  South By Sea
  Boise, ID
• 11/2017 → 05/2018
  V-Squared Creative
  Boise, ID
• 08/2015 → 12/2018
  Boise State University
  Boise, ID
• 09/2017 → 12/2018
  Flatbread Neapolitan Pizzeria
  Boise, ID
• 09/2018 → 11/2018
  Bronco Sports Properties
  Boise, ID
• 06/2024 → Present
  California Public Notary
  Newport Beach, CA

Other Businesses

1. -California Public Notary -Not investment related -Business Address Listed for Notary: 17 Corporate Plaza Dr. Suite 210, Newport Beach, CA 92660 -Public Notary -Received commission # in June, 2024 -0-1 hours devoted to business a month -0-1 hours devoted to business during securities trading hours - Notarize documents/signatures as needed 2. ASHLEY BERECZ POSITION: Notary NATURE: California Public Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2024 ADDRESS: 17 Corporate Plaza Dr. Suite 210, Newport Beach CA 92660, United States DESCRIPTION: Notarize Documents as needed. 3. KINDRED FINANCIAL GROUP POSITION: Employee NATURE: S- Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2023 ADDRESS: 17 Corporate Plaza Suite 210, Newport Beach CA 92660, United States DESCRIPTION: I don't perform any activities for this entity. This entity is DBA Kinsman Wealth. 4. CA INSURANCE LICENSE POSITION: Client Services Associate NATURE: Insurance Related Administrative Activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2026 ADDRESS: 17 Corporate Plaza Dr, Suite 210, Newport Beach CA 92660, United States DESCRIPTION: Administrative support

Exams

• S66 Uniform Combined State Law Examination
  2025-05-05

Other Names

• Ashley Berecz