Adviser and broker representative · Osaic Wealth, Inc.
Derrick J. Arnold
CRD 6672168 · Phoenixville, PA
At a glance
Derrick J. Arnold is an investment adviser representative with Osaic Wealth, Inc. in Phoenixville, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Derrick’s SEC record dates to 2019, about 7 years ago. Derrick is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since December 2021Phoenixville, PA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Derrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Julia A. Brufke WengerPhoenixville · Certified Financial Planner, Chartered Financial Consultant
- Liam J. DifonzoPhoenixville
- Anthony L. NicolaiPhoenixville · Certified Financial Planner
- Sean K. OsbornPhoenixville
- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
- Steven V. AbbruzzeseLivingston · Chartered Financial Consultant
- Antar A. AbderrahmanSan Diego
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Phoenixville, PA →Every Osaic Wealth, Inc. advisor in Phoenixville →Advisor Moves: who changed firms this week →