Osaic Wealth, Inc.
Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Jersey City, NJ. They manage $94,557,613,744 in 437,201 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management94,558MILLION
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
Mark Anthoine (CRD# 2029066) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Auburn, ME and has over 24 years of experience in the finance industry.
Carrie Anton (CRD# 4839580) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Forest Lake, MN and has over 19 years of experience in the finance industry.
Dexter Aoki (CRD# 862117) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Honolulu, HI and has over 24 years of experience in the finance industry.
Kevin Appelbaum (CRD# 2732809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Cajon, CA and has over 27 years of experience in the finance industry.
Dwayne Arakaki (CRD# 5167463) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Honolulu, HI and has over 17 years of experience in the finance industry.
Amir Arbabi (CRD# 4914192) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Juan Capistrano, CA and has over 18 years of experience in the finance industry.
Charles Arbeiter (CRD# 1315766) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rapid City, SD and has over 39 years of experience in the finance industry.
Jeffrey Arburn (CRD# 1475817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Campbell, CA and has over 37 years of experience in the finance industry.
Silverio Archuleta (CRD# 3089819) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Iliff, CO and has over 25 years of experience in the finance industry.
Rhianna Arcuri (CRD# 6282976) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 9 years of experience in the finance industry.