Timothy Sepsi (CRD# 6144554) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lemont Furnace, PA and has over 10 years of experience in the finance industry.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 4118348
Allegheny Investments, Ltd.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Lemont Furnace, PA | Sep 2023 - Current | < 1 |
Sagepoint Financial, Inc. | Lemont Furnace, PA | Dec 2016 - Current | 7 |
Sepsico, LLC | Millsboro, PA | Mar 2015 - Current | 9 |
Various Insurance Carriers For W&r Insurance Agencies | Millsboro, PA | Jun 2013 - Current | 10 |
Waddell & Reed, Inc. | Washington, PA | Mar 2013 - Dec 2016 | 3 |
Aflac | Bridgeville, PA | Apr 2016 - Oct 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
S63 | Uniform Securities State Law Examination | Jul 2013 |
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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