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Angela Marcel-gavin

Investment adviser representative at Osaic Wealth, Inc.
13 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

13 years in the industry.

  1. Osaic Wealth, Inc.Nov 2025 to now
  2. Goldman Sachs Ayco Personal Financial ManagementJul 2021 to Nov 2025
  3. University of California Riverside (starbucks)Sep 2020 to Jun 2021
  4. Phavour LtdAug 2020 to Dec 2020
  5. UnemployedApr 2020 to Sep 2020
  6. University of California Riverside (associated Student Board)Sep 2019 to Jun 2020
  7. University of California Riverside (starbucks)Sep 2019 to Mar 2020
  8. University of California Riverside (student Life)Jan 2019 to Sep 2019
  9. University of California Riverside (student Life)Apr 2018 to Sep 2018
  10. University of California RiversideSep 2017 to Jun 2021
  11. University of California Riverside (scotty's Convenience Store)Sep 2017 to Dec 2018
  12. Bibigo InternationalDec 2016 to Sep 2017
  13. Kentucky Fried ChickenApr 2016 to Dec 2016
  14. Torrance High SchoolSep 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7421287
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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