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Adryana Freddi Geyser

Osaic Wealth, Inc.

Peoria, AZ

Scottsdale, AZ

CRD 7812705

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-03
  • AZ RA
    APPROVED
    Since 2025-06-03

Branch Locations

Peoria, AZ • United States

Scottsdale, AZ • 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
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 09/2023 05/2025
Hyatt Regency Downtown Phoenix Phoenix AZ 11/2022 11/2023
The Scott Resort And Spa Scottsdale AZ 09/2021 11/2023
Black Angus Steakhouse Chandler AZ 05/2017 05/2022
Arizona State University Tempe AZ 08/2019 05/2023
Jpmorgan Chase & Co. Phoenix AZ 03/2023 03/2023
Project Destined Tempe AZ 01/2022 04/2022
Nike Basketball Tournament Phoenix AZ 12/2021 12/2021
Unemployed Peoria AZ 09/2013 04/2017
Geyser Group Llc Phoenix AZ 01/2025 Present
Modern Bartender Phoenix AZ 01/2025 Present
Osaic Wealth Inc Peoria AZ 05/2025 Present
  • 09/2023 → 05/2025
    New York, NY
  • 11/2022 → 11/2023
    Hyatt Regency Downtown Phoenix
    Phoenix, AZ
  • 09/2021 → 11/2023
    The Scott Resort And Spa
    Scottsdale, AZ
  • 05/2017 → 05/2022
    Black Angus Steakhouse
    Chandler, AZ
  • 08/2019 → 05/2023
    Arizona State University
    Tempe, AZ
  • 03/2023 → 03/2023
    Jpmorgan Chase & Co.
    Phoenix, AZ
  • 01/2022 → 04/2022
    Project Destined
    Tempe, AZ
  • 12/2021 → 12/2021
    Nike Basketball Tournament
    Phoenix, AZ
  • 09/2013 → 04/2017
    Unemployed
    Peoria, AZ
  • 01/2025 → Present
    Geyser Group Llc
    Phoenix, AZ
  • 01/2025 → Present
    Modern Bartender
    Phoenix, AZ
  • 05/2025 → Present
    Peoria, AZ
Previous Registrations
Other Businesses

1. MODERN BARTENDER POSITION: Bartender NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2024 ADDRESS: 5021 S Tambor Rd, Mesa AZ 85212, United States DESCRIPTION: Mobile bartending events, Serving drinks 2. THE GEYSER GROUP LLC POSITION: Owner NATURE: Short term rental property management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: 2942 N 24th St, Ste 115, Phoenix AZ 85016, United States DESCRIPTION: Answering guest messages, property management, administrative duties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-26
  • S66 Uniform Combined State Law Examination
    2024-02-26

View on SEC IAPD

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