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Sydney Grace Reffner

Osaic Wealth, Inc.

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About Sydney Grace Reffner

Sydney Grace Reffner is a financial advisor with Osaic Wealth, Inc. Sydney has been working in the financial industry for over 2 years. Sydney holds the Series 66, Series 7, and SIE licenses. Sydney is registered to provide financial advice in Pennsylvania. Sydney is a trainer/coach at BLKOPS FITNESS in Talleyville, DE. Sydney specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Sydney has been with Osaic Wealth, Inc. since January 2025.

Firm Information

Sydney Reffner 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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Sydney Reffner’s Registration & Firm History

AZ

01/24/2025 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sydney Grace Reffner.
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