Ashley Nicole Berecz
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.May 2025 to now
- California Public NotaryJun 2024 to now
- OsaicAug 2023 to now
- Peer Executive BoardsNov 2020 to Jul 2023
- Mcdermott + Bull Executive Search FirmMar 2019 to Feb 2020
- Bronco Sports PropertiesSep 2018 to Nov 2018
- V-squared CreativeNov 2017 to May 2018
- Flatbread Neapolitan PizzeriaSep 2017 to Dec 2018
- South By SeaMay 2017 to Dec 2018
- Fisherman's Restaurant and BarJun 2016 to Dec 2023
- Boise State UniversityAug 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7790655
- Firm CRD
- 23131