Malcolm Bartell Street

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

• 01/1999 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 01/1999 → 11/2018
  John Hancock Mutual Life Insurance Compa
  Greenville, SC
• 04/2006 → Present
  Maxworth Consulting Group, Llc
  Charlotte, NC
• 11/2018 → Present
  Osaic Wealth, Inc.
  Greenville, SC

Previous Registrations

• 2006-04-03 → 2018-11-02
  Signator Investors, Inc.
  Greenville, SC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1. MAXWORTH CONSULTING GROUP, LLC Position: Senior Consultant | Nature: LLC | Investment: No | Hrs: 20 (Trading: 10) | Start: 02/02/2007 Address: 10800 Sikes Pl, Ste 205, Charlotte NC Description: Evaluate, design, and implement methods for assessing on-call burden for hospital medical staff; assist with engagement facilitation and allocation of call compensation budgets. 2. MAXWORTH BENEFITS GROUP, LLC Position: Member | Nature: LLC | Investment: Yes | Hrs: 160 (Trading: 160) | Start: 02/01/2007 Address: 25 Woods Lake Rd, Ste 707, Greenville SC Description: DBA for marketing securities through Royal Alliance. 3. MALCOLM STREET & ADAM EASTERLING (PARTNERSHIP) Position: 1/2 Owner | Nature: Partnership | Investment: Yes | Hrs: 2 (Trading: 1) | Start: 03/01/2019 Address: 111 Regatta Dr, Anderson SC Description: Co-owner of Lake Hartwell vacation home; manage short-term rentals (VRBO/Airbnb), coordinate renters and property readiness. 4. STREET WEALTH MANAGEMENT Position: Financial Advisor | Nature: Sole Proprietorship | Investment: Yes | Hrs: 160 (Trading: 130) | Start: 03/27/2025 Address: 25 Woods Lake Rd, Ste 707, Greenville SC Description: DBA for marketing securities through Osaic Wealth. 5. MAULDIN METHODIST CHURCH (ENDOWMENT COMMITTEE) Position: Chair (Volunteer) | Nature: Non-profit | Investment: No | Hrs: 0 | Start: 01/01/2010 Address: 100 E Butler Rd, Mauldin SC Description: Volunteer role; promote endowment awareness, answer questions, report to finance committee. Committee may recommend annual distributions; Board of Directors determines use. No compensation; not a board member. Endowment held at Raymond James Charitable (no affiliation). 6. TRUSTEE FOR SISTER’S TRUSTS Position: Trustee | Nature: Fiduciary Role | Investment: Yes | Hrs: 3 (Trading: 3) | Start: 03/01/2026 Address: 25 Woods Lake Rd, Ste 707, Greenville SC Description: Trustee for two trusts (asset protection/estate planning). Manage assets (real estate/securities), maintain accounts, ensure taxes paid, distribute income as needed, and oversee investments. Also serves as financial advisor. 7. STREET PROPERTY GROUP, LLC Position: Member | Nature: LLC | Investment: No | Hrs: 1 (Trading: 0) | Start: 02/24/2026 Address: 27 Deer Track Rd, Simpsonville SC Description: Real estate holding entity with spouse; intended for acquiring property and collecting rent; currently seeking small office property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1999-07-19

Designations

• Certified Financial Planner

Other Names

• Bart Street
• Malcolm Bartell Iii Street