Emrich Martin Stellar
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationJul 2023 to Jan 2025
- MML Investors Services LLCOct 2021 to Jul 2023
- The Olde BarOct 2021 to Aug 2022
- Massmutual Life Insurance CoFeb 2021 to Jul 2023
- Cornerstone Capital Planning GroupFeb 2020 to Jan 2021
- One With EarthAug 2019 to Jan 2021
- Lincoln Financial Advisors Corp/lighthouse Planning ConsultantsMay 2018 to Feb 2019
- Temple UniversityAug 2017 to May 2021
- Landscape Products LLCMay 2017 to Aug 2017
- University of HartfordAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6953674
- Firm CRD
- 23131