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
Joseph Altobelli (CRD# 3259077) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster, NY and has over 24 years of experience in the finance industry.
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Bryce Alvari (CRD# 6140523) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 11 years of experience in the finance industry.
John Amendola (CRD# 5605519) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Skip Ames (CRD# 4269262) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sunrise, FL and has over 23 years of experience in the finance industry.
William Anastas (CRD# 1880184) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Alamitos, CA and has over 32 years of experience in the finance industry.
Victor Anastasia (CRD# 2437133) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amherst, NY and has over 30 years of experience in the finance industry.
Mark Anastasoff (CRD# 1341635) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Scarborough, ME and has over 34 years of experience in the finance industry.
John Andersen (CRD# 5512134) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.
Michael Andersen (CRD# 4022314) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Louis Park, MN and has over 17 years of experience in the finance industry.