Christy L. Verenski

OSAIC WEALTH

NEW CASTLE, PA 16101

Some features on this profile are disabled

CRD#: 4173333

Professional summary

Christy Lynn Verenski, who also goes by Christy Lynn Fletcher, is a registered financial advisor currently at OSAIC WEALTH, INC. located in New Castle, Pennsylvania.

Christy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christy has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christy Lynn Fletcher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SAA POSITION: Investment Consultant/Advisor NATURE: Advisory Affiliation: SSA INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 04/01/2020 ADDRESS: 10 N. Mill St., New Castle PA 16101, United States DESCRIPTION: Potential sales of advisory brokerage accounts to investment clients DIVERSIFIED ADVISOR GROUP, LLC POSITION: Agent/Owner NATURE: InsuranceAgency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 17 START DATE: 01/01/2006 ADDRESS: 10 N. Mill St., New Castle PA 16101, United States DESCRIPTION: Sell life insurance, health insurance, disability insurance, long term care insurance, and fixed annuities MARY KAY COSMETICS POSITION: sales rep NATURE: Mary Kay Cosmetics INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 155 Witherspoon Rd., Enon Valley PA 16120, United States DESCRIPTION: cosmetics sales UNITED WAY OF LAWRENCE COUNTY POSITION: Board Member/Secretary NATURE: United Way of Lawrence County INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2004 ADDRESS: 223 N. Mercer St, New Castle PA 16101, United States DESCRIPTION: Attend Board Meetings and Executive Committee Meetings 1-2 hours per month DBA - Diversified Advisor Group, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christy Lynn Verenski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Christy Lynn Verenski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 10 N Mill St, New Castle, PA 16101

RIA

CRD#: 23131

NEW CASTLE, PA

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 10 N Mill St, New Castle, PA 16101

RIA

CRD#: 23131

NEW CASTLE, PA

Past

July 21, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

NEW CASTLE, PA

Past

July 21, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

NEW CASTLE, PA

Past

January 30, 2015 - July 22, 2020

STONEX ADVISORS INC.

RIA

CRD#: 174182

New Castle, PA

Past

September 12, 2014 - July 22, 2020

STONEX SECURITIES INC.

CRD#: 18456

NEW CASTLE, PA

Past

November 6, 2006 - January 30, 2015

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

NEW CASTLE, PA

Past

September 19, 2000 - September 12, 2014

WRP INVESTMENTS, INC.

CRD#: 7365

NEW CASTLE, PA

Past

April 19, 2000 - September 21, 2000

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/14/2024)

California
(6/14/2024)

Colorado
(6/14/2024)

Delaware
(6/14/2024)

Florida
(6/14/2024)

Indiana
(6/14/2024)

Kansas
(6/14/2024)

Maine
(6/14/2024)

Maryland
(6/14/2024)

Michigan
(6/14/2024)

New Jersey
(6/14/2024)

New York
(6/14/2024)

North Carolina
(6/14/2024)

Ohio
(6/14/2024)

Pennsylvania
(6/14/2024)

IAR

Pennsylvania
(6/14/2024)

South Carolina
(6/14/2024)

Texas
(6/14/2024)

Virginia
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jon Hoyle

INNOVATION PARTNERS LLC

Charlotte, NC

Damon George

RETIREMENT STRATEGIES

IAR

Longview, WA

Gregory Obin

J. ALDEN ASSOCIATES, INC.

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christy L. Verenski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christy Lynn Verenski's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Christy Lynn Verenski's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

STONEX ADVISORS INC.

STONEX SECURITIES INC.

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

PFIC SECURITIES CORPORATION

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2006

Series 63

Date: 5/2/2000

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2000

Series 24

Date: 12/1/2005

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Similar Advisors