Adviser and broker representative · Osaic Wealth, Inc.
Nashoba R. Bailey
CRD 6679611 · Citrus Heights, CA
At a glance
Nashoba R. Bailey is an investment adviser representative with Osaic Wealth, Inc. in Citrus Heights, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nashoba’s SEC record dates to 2023, about 3 years ago. Nashoba is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since June 2024Citrus Heights, CA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Nashoba’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.
- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
- Steven V. AbbruzzeseLivingston · Chartered Financial Consultant
- Antar A. AbderrahmanSan Diego
- Evan C. AbelSaint Charles
- Heath P. AbernathyGrapevine · Certified Financial Planner
- Richard J. AbernathyTroy
- Matthew AbramoTega Cay · Certified Financial Planner
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Citrus Heights, CA →Advisor Moves: who changed firms this week →