Adviser and broker representative · Osaic Wealth, Inc.
Fany M. Hirales
CRD 5763873 · San Diego, CA
At a glance
Fany M. Hirales is an investment adviser representative with Osaic Wealth, Inc. in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Fany’s SEC record dates to 2015, about 10 years ago. Fany is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since September 2023San Diego, CA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Fany’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.
- Antar A. AbderrahmanSan Diego
- David A. AfzalSan Diego
- Bryce R. AlvariSan Diego · Certified Financial Planner
- Anthony F. ArteroSan Diego
- Jeffrey G. BjurstromSan Diego
- Jonathan P. BoboliaSan Diego
- Dennis BrewsterSan Diego
- Casey M. BroachSan Diego · Certified Financial Planner
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in San Diego, CA →Every Osaic Wealth, Inc. advisor in San Diego →Advisor Moves: who changed firms this week →