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
Eric Mesko (CRD# 4744506) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
David Michalk (CRD# 2951513) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Albuquerque, NM and has over 26 years of experience in the finance industry.
Barbara Million (CRD# 4212576) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Keith Mooney (CRD# 2562218) 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.
Karl Moore (CRD# 2749207) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Yakima, WA and has over 27 years of experience in the finance industry.
Gerald Nackers (CRD# 2017730) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Appleton, WI and has over 34 years of experience in the finance industry.
Monica Narvaez (CRD# 1790398) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in El Paso, TX and has over 36 years of experience in the finance industry.
Dianne Nolin (CRD# 2181092) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Vienna, VA and has over 32 years of experience in the finance industry.
Kathryn Oswald (CRD# 4351886) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Wilmington, NC and has over 22 years of experience in the finance industry.
Michael Papa (CRD# 2110122) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Colorado Springs, CO and has over 33 years of experience in the finance industry.