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
Heather Buckridge (CRD# 5358140) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Plantation, FL and has over 11 years of experience in the finance industry.
Douglas Bycoff (CRD# 5558951) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
Lorne Bycoff (CRD# 6274693) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in New York, NY and has over 8 years of experience in the finance industry.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.
Edward Campbell (CRD# 5126057) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Chester, PA and has over 17 years of experience in the finance industry.
Michael Cernek (CRD# 5667466) 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.
Patrick Chitwood (CRD# 871271) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 41 years of experience in the finance industry.
Jeffery Darwish (CRD# 3228029) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Roberta Daugherty (CRD# 4512457) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.
Terry Dickey (CRD# 3044411) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.