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
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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
James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.
Eric Ashburn (CRD# 6240446) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Vienna, VA and has over 9 years of experience in the finance industry.
Jennifer Bacarella (CRD# 2526487) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Ypsilanti, MI and has over 29 years of experience in the finance industry.
Douglas Barton (CRD# 1494345) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Colorado Springs, CO and has over 34 years of experience in the finance industry.
Christopher Beard (CRD# 2595250) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Roberto Blanco (CRD# 2762071) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in El Paso, TX and has over 27 years of experience in the finance industry.
Charlene Bridger (CRD# 6701369) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Gettysburg, PA and has over 7 years of experience in the finance industry.
Raymond Brown (CRD# 5081299) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.
Theodore Buckley (CRD# 6403116) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.