AdFi
CR

Crystal Rose Sdano

Investment Adviser Representative at OSAIC WEALTH, INC.

Oak Creek, WICRD #6725266Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
3 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Crystal Rose Sdano has worked in the securities industry since 2017. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Florida, Texas, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaTexasWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/12/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 2/3/2017
Series 7
General Securities Representative Examination
Passed 4/16/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/9/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
1/19/2024Oak Creek, WI
WOODBURY FINANCIAL SERVICES, INC.
5/9/20191/19/2024Oak Creek, WI
CETERA ADVISOR NETWORKS LLC
9/15/20175/13/2019Oak Creek, WI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OSAIC WEALTH, INC.

Showing 12 of 9286 in the directory

View OSAIC WEALTH, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Crystal Rose Sdano 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched