Osaic Wealth, Inc.
Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $94,557,613,744 in 437,201 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management94,558MILLION
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
Michael Albert (CRD# 5699206) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bryan, TX and has over 14 years of experience in the finance industry.
Antonio Albistu (CRD# 2023889) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hialeah, FL and has over 14 years of experience in the finance industry.
Reo Alderman (CRD# 4371387) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 23 years of experience in the finance industry.
Sarah Alderman (CRD# 6745503) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Commerce, TX and has over 6 years of experience in the finance industry.
Thomas Aldrich (CRD# 6796151) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 5 years of experience in the finance industry.
Christina Aleckson (CRD# 3260020) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beaverton, OR and has over 24 years of experience in the finance industry.
Timothy Alessi (CRD# 4420979) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntersville, NC and has over 22 years of experience in the finance industry.
Annette Alexander (CRD# 4128137) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Portland, IN and has over 24 years of experience in the finance industry.
Dirk Alexander (CRD# 2751177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Princeton, NJ and has over 26 years of experience in the finance industry.
Gary Alexander (CRD# 2882199) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.