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 41 - 50 of 4,849 top financial advisors.
41
Mary T. Allen
CRD#: 1498096
700 Ygnacio Valley Road, Suite 200, Walnut Creek, CA 94596

Mary Allen (CRD# 1498096) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry.

42
Michael J. Allen
CRD#: 2334231
211 W Sycamore Street, Columbus Grove, OH 45830

Michael Allen (CRD# 2334231) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Columbus Grove, OH and has over 25 years of experience in the finance industry.

43
Mitchell D. Allen
CRD#: 5393748
2770 Commerce Drive N.w., Rochester, MN 55901

Mitchell Allen (CRD# 5393748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 16 years of experience in the finance industry.

44
Ralph V. Allen
CRD#: 1472745
Syracuse, UT

Ralph Allen (CRD# 1472745) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Syracuse, UT and has over 36 years of experience in the finance industry.

45
Reid L. Allen
CRD#: 2535393
508 Gibson Dr., Ste 240, Roseville, CA 95678

Reid Allen (CRD# 2535393) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 29 years of experience in the finance industry.

46
Richard J. Allen
CRD#: 4860214
500 S Old Woodward, Birmingham, MI 48009

Richard Allen (CRD# 4860214) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Birmingham, MI and has over 14 years of experience in the finance industry.

47
Edgar L. Allison
CRD#: 1054676
6108 Village Oaks Dr, Pensacola, FL 32504

Edgar Allison (CRD# 1054676) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pensacola, FL and has over 40 years of experience in the finance industry.

48
David J. Allon
CRD#: 1280017
Wayne, PA

David Allon (CRD# 1280017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayne, PA and has over 25 years of experience in the finance industry.

49
Deron R. Allred
CRD#: 1728746
2360 Professional Drive, #200, Roseville, CA 95661

Deron Allred (CRD# 1728746) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 36 years of experience in the finance industry.

50
Emiliano Alonso
CRD#: 3044301
3 Centerpoiinte Drive, Suite 200, Lake Oswego, OR 97035

Emiliano Alonso (CRD# 3044301) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.

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