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
Rikk Rodriguez (CRD# 5771324) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.
Valerie Roque (CRD# 6651404) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Houston, TX and has over 6 years of experience in the finance industry.
Torsten Saile (CRD# 3165159) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Fountain Hills, AZ and has over 25 years of experience in the finance industry.
Tyler Saile (CRD# 6492261) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Jeffrey Scheider (CRD# 2913242) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has over 26 years of experience in the finance industry.
Christine Scott (CRD# 6628198) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Rodney Segraves (CRD# 4667072) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Greensboro, NC and has over 20 years of experience in the finance industry.
Anu Sharma (CRD# 2925195) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Neal Shields (CRD# 6190340) 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.
Neal Slafsky (CRD# 1448417) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Plantation, FL and has over 37 years of experience in the finance industry.