Timothy Sepsi, financial advisor Lemont Furnace PA

Timothy Sepsi

CRD Number: 6144554
Current Firm: Osaic Wealth, Inc.

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.

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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
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Timothy J. Sepsi
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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