Moorestown, NJ South Lenola Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,828 advisors across 3,562 offices

Location

505 South Lenola Road, Suite 200

Moorestown NJ 08057-2509

Advisors at this office

4

Advisors at this office

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Molly S

Series 63, Series 66

Moorestown, NJ

OSAIC

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance Associates, Lincoln Financial Distributors, and The Vanguard Group. Outside of her advisory role, she is involved with Bala Financial Group, focusing on the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John S

ChFC®, Series 63, Series 65

Moorestown, NJ

OSAIC

John Scott is a financial advisor with OSAIC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience, including 25 years at Signator Investors, Inc. before joining OSAIC in 2018. Scott serves as a board member of Hope Community Church, a non-denominational church in Moorestown, NJ. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services featuring diverse investment options, model portfolios, and third-party management platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Sean M

Series 63, Series 65

Moorestown, NJ

OSAIC

Sean McGovern is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc., John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, McGovern coaches youth soccer and flag football for the Hadden Township Athletic Association. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James S

CFP®, Series 66

Moorestown, NJ

OSAIC

James Scott is a Certified Financial Planner® (CFP®) with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. In addition to his advisory role, Scott is involved in insurance brokerage activities, including life, health, and group benefits insurance. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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