Osaic Wealth, Inc.
Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Jersey City, NJ. 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
Samuel Baldwin (CRD# 4023974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 24 years of experience in the finance industry.
William Balint (CRD# 2480303) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Springfield, MA and has over 23 years of experience in the finance industry.
Steven Ball (CRD# 2930822) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Centerville, OH and has over 26 years of experience in the finance industry.
Anne Ballantini-Poeppe (CRD# 5522857) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clive, IA and has over 10 years of experience in the finance industry.
Melissa Ballard (CRD# 5875302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Daphne, AL and has over 7 years of experience in the finance industry.
Steven Balloch (CRD# 4787935) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has over 20 years of experience in the finance industry.
Ronald Balog (CRD# 2221346) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cranberry Township, PA and has over 19 years of experience in the finance industry.
Theodore Balthazor (CRD# 2845163) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
Sebastian Banchs (CRD# 4494243) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 12 years of experience in the finance industry.
Artin Bandari (CRD# 4691823) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.