Cody J Mcbride

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

• 05/2024 → Present
  Strategic Financial
  Mt. Laurel, NJ
• 09/2023 → 05/2024
  Rowan University/Student
  Glassboro, NJ
• 04/2023 → 09/2023
  Fasental
  Berlin, NJ
• 09/2022 → 04/2023
  Rowan University
  Glassboro, NJ
• 06/2022 → 08/2022
  Creme De La Creme
  Mt. Laurel, NJ
• 08/2021 → 05/2022
  Ymca Of The Lakes
  Medford, NJ
• 01/2015 → 08/2021
  Unemployed
  Medford, NJ
• 04/2025 → Present
  Osaic Wealth, Inc.
  Mount Laurel, NJ

Other Businesses

1. J. KEVIN MCBRIDE (DBA STRATEGIC FINANCIAL) POSITION: Registered Representative/Assistant Vice President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/22/2025 ADDRESS: 1300 Rte 73, Ste 110, Mount Laurel NJ 08054, United States DESCRIPTION: Registered Representative who works with Kevin McBride as a financial advisor for the business. I assist with preparing client meetings, client service, research, and other client related activities. 2. INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/08/2025 ADDRESS: 1300 Rte 73, Ste 110, Mount Laurel NJ 08054, United States DESCRIPTION: I sell fixed annuities and life insurance to clients who desire to purchase such products.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-09