Andrea Beth Sheikh
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrea Beth Sheikh is an investment adviser representative with Osaic Wealth, Inc. in Delray Beach, FL, where they have been registered since 2023. They have worked in the securities industry since 2005 and have been registered with 5 firms, including Sagepoint Financial, Inc. and Lincoln Financial Advisors Corporation. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nylife Securities LLCJan 2013 – Jan 2018New York, NY
- Eagle Strategies LLCJan 2013 – Jan 2018New York, NY
- NextSourceJul 2016 – Jul 2017New York, NY
- N/aJan 2018 – Jun 2018Hypoluxo, FL
- Lincoln Financial Advisors, IncJun 2018 – Sep 2019Pompano Beach, FL
- Lincoln Financial Advisors, IncSep 2019 – May 2022Boca Raton, FL
- SagePoint Financial, Inc.May 2022 – Sep 2023Palm City, FL
- Osaic Wealth, Inc.Sep 2023 – no end date reportedPalm City, FL
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrea Beth Sheikh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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