Mariah Cudlipp-Gant
Mariah Cudlipp-Gant is a registered investment advisor at Osaic Wealth, INC., based in Nokomis, FL, with 8 years of industry experience. Mariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Nokomis, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mariah is the President of MEC Financial Services, Inc., where she works about 10-20% of her time focusing on fixed insurance and financial advising. She also dedicates nearly full-time hours as a Registered Representative at Cudlipp Financial Services, Inc., and spends a few hours per week as the owner of a sole proprietorship dealing with non-variable insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cudlipp Advisor Services, LLC
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations22 states
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