Stephanie Robson

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

• 03/2024 → Present
  Mccarthy Wealth Management
  Newport Beach, CA
• 06/2011 → 03/2024
  N/A
  Newport Beach, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newport Beach, CA
• 01/2024 → 01/2024
  H&R Block
  Costa Mesa, CA

Other Businesses

1. MWM PLANNERS POSITION: Wealth Manager NATURE: Doing Business As (DBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2025 ADDRESS: 2151 Michelson Dr., Ste 195, Irvine CA 92612, United States DESCRIPTION: Financial planning and investment management for clients. 2. MCCARTHY WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2024 ADDRESS: 2151 Michelson Dr., Ste 195, Irvine CA 92660, United States DESCRIPTION: Financial Planning, Investment advice, Research and analysis, Team support. Provided under DBA MWM Planners

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-02
• S65 Uniform Investment Adviser Law Examination
  2023-01-13

Designations

• Certified Financial Planner