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).
-
Total Assets Under Management29,536MILLION
-
Total Number of Accounts149,233ACCOUNTS
-
Average Account Value$197,920
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.