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Susan Gardner

Osaic Wealth, Inc.

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About Susan Gardner

Susan Gardner is a financial advisor with Osaic Wealth, Inc. Susan has been in the industry since 1995. She is licensed in Pennsylvania. Susan holds the Series 6, SIE and Series 63 licenses. Osaic Wealth, Inc. is a Scottsdale, Arizona-based investment firm that manages over $94 billion in assets. The firm has been in operation for over 25 years and has a team of over 4,000 advisors. Osaic Wealth offers financial planning, portfolio management, and investment advisory services. They specialize in serving high-net-worth individuals, families, and institutions.

Firm Information

Susan Gardner is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Susan Gardner’s Registration & Firm History

PA

11/03/2023 - Present

Osaic Wealth, Inc. (PHILADELPHIA PA)

PA

08/27/2008 - 11/03/2023

FSC SECURITIES CORPORATION (PHILADELPHIA PA)

PA

04/07/1994 - 11/30/2006

LINCOLN INVESTMENT PLANNING, INC. (PHILADELPHIA PA)

PA

06/22/1992 - 06/16/1993

DELAWARE DISTRIBUTORS,INC. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 06/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Gardner.
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