Osaic Wealth, Inc.

Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Jersey City, NJ. They manage $29,536,149,674 in 149,233 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    29,536
    MILLION
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Osaic Wealth, Inc.
Showing 21 - 30 of 4,849 top financial advisors.
21
Carla H. Adkins
CRD#: 4418119
2201 Lexington Ave, A16, Ashland, KY 41101

Carla Adkins (CRD# 4418119) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ashland, KY and has over 22 years of experience in the finance industry.

22
Clayton E. Agena
CRD#: 700071
1164 Bishop Street, Suite 1107, Honolulu, HI 96813

Clayton Agena (CRD# 700071) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Honolulu, HI and has over 17 years of experience in the finance industry.

23
Jonathon W. Aggen
CRD#: 2671374
7000 W. Palmetto Park Road, Suite 210, Boca Raton, FL 33433

Jonathon Aggen (CRD# 2671374) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.

24
Santo Agostino
CRD#: 716965
280 North Central Avenue, The Fortune Bldg., Suite 312, Hartsdale, NY 10530

Santo Agostino (CRD# 716965) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartsdale, NY and has over 15 years of experience in the finance industry.

25
Ajay Agrawal
CRD#: 3110140
3900 Newpark Mall Road, Suite 339, Newark, CA 94560

Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newark, CA and has over 17 years of experience in the finance industry.

26
John J. Aguilera
CRD#: 2066720
122 Civic Center Dr., Suite 103, Vista, CA 92084

John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 33 years of experience in the finance industry.

27
Mansoor Ahmed
CRD#: 2990805
3250 Lacey Rd, Suite 160, Downers Grove, IL 60515

Mansoor Ahmed (CRD# 2990805) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Downers Grove, IL and has over 25 years of experience in the finance industry.

28
Todd W. Ahrenholz
CRD#: 5603346
309 Lakeland Drive Southeast, Unit 2, Willmar, MN 56201

Todd Ahrenholz (CRD# 5603346) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Willmar, MN and has over 15 years of experience in the finance industry.

29
Zackary K. Ahyat
CRD#: 6432502
10900 Ne 4th Street, Suite 2300, #2413, Bellevue, WA 98004

Zackary Ahyat (CRD# 6432502) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bellevue, WA and has over 9 years of experience in the finance industry.

30
Edward A. Aiken
CRD#: 2333177
Wilmington, DE

Edward Aiken (CRD# 2333177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.

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