Adviser and broker representative · Osaic Wealth, Inc.
Stephen T. Ingalls Jr.
CRD 2775816 · Lafayette, NJ
At a glance
Stephen T. Ingalls Jr. is an investment adviser representative with Osaic Wealth, Inc. in Lafayette, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2002, about 24 years ago. Stephen is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since November 2025Lafayette, NJ · $235B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Vince C. AffinitoLafayette
- Beau T. AshcraftLafayette
- Niraj P. BaxiLafayette · Chartered Financial Consultant
- Argenis Biscardi MelendezLafayette · Certified Financial Planner
- Charles L. BondLafayette · Certified Financial Planner
- Robert C. BowenLafayette
- Jed D. ChmaraLafayette
- Jared H. DannisLafayette
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Lafayette, NJ →Every Osaic Wealth, Inc. advisor in Lafayette →Advisor Moves: who changed firms this week →