Melinda Rose Sherwood-lewis
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsAug 2022 to Jun 2024
- Securities America, Inc.Aug 2022 to Jun 2024
- LPL Financial LLCNov 2021 to Aug 2022
- UnemployedJun 2021 to Nov 2021
- Securities America Advisors, Inc.Nov 2020 to Jun 2021
- Securities America, Inc.Nov 2020 to Jun 2021
- Kms Financial Services, Inc.Feb 2004 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NE, WA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4857624
- Firm CRD
- 23131