Suzanne Renee Miesse

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

• 10/2008 → 12/2018
  Securities America
  Strongsville, OH
• 01/2019 → 02/2021
  Raymond James Financial Services, Inc
  Akron, OH
• 01/2019 → Present
  The Wealth Advisory Group Of Dilauro Wracher & Thomas
  Akron, OH
• 02/2023 → Present
  Securities America, Inc.
  La Vista, NE
• 02/2023 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-02-22 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2019-01-07 → 2023-02-28
  Raymond James Financial Services Advisors, Inc
  Akron, OH
• 2015-11-24 → 2018-12-27
  Securities America Advisors, Inc.
  Strongsville, OH

Other Businesses

1. TRUSTEE POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2018 ADDRESS: Punta Gorda, FL 33913 DESCRIPTION: I am the trustee on my own revocable trust

Exams

• S66 Uniform Combined State Law Examination
  2015-11-16
• S63 Uniform Securities Agent State Law Examination
  2000-08-16

Other Names

• Suzanne Renee Malenock