Osaic Advisory Services, LLC
Osaic Advisory Services, LLC (CRD# 171070) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,938,711,328 in 20,269 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,939MILLION
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Burnt Hills, NY and has over 27 years of experience in the finance industry.
Eric Ashburn (CRD# 6240446) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
Douglas Barton (CRD# 1494345) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Colorado Springs, CO and has over 34 years of experience in the finance industry.
Christopher Beard (CRD# 2595250) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Charlene Bridger (CRD# 6701369) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Gettysburg, PA and has over 7 years of experience in the finance industry.
Raymond Brown (CRD# 5081299) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.
Theodore Buckley (CRD# 6403116) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
Heather Buckridge (CRD# 5358140) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.
Douglas Bycoff (CRD# 5558951) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in New York, NY and has over 5 years of experience in the finance industry.