Cheryl Weldy Fainelli
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Cheryl Weldy Fainelli? Claim your profile
Contact this firm
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.May 2025 to now
- Park L. Weldy Dmd, Pa (dentist Office)Mar 2003 to now
- Kovack Advisors, Inc.Apr 2025 to May 2025
- Kovack Securities, inc.Apr 2025 to May 2025
- OsaicJan 2024 to Apr 2025
- Ic Advisory Services, Inc.Oct 2022 to Dec 2023
- Star Financial SolutionsJun 2021 to Dec 2023
- The Investment Center, Inc.Jun 2021 to Dec 2023
- Dr. Jeffrey S. Thompson (orthodontic Office)Jan 2021 to Jun 2021
- Sprouts Childhood Development CneterDec 2019 to Mar 2020
- UberSep 2019 to Feb 2020
- LyftSep 2019 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7393248
- Firm CRD
- 23131