Adviser and broker representative · Osaic Wealth, Inc.
Nasser Ahmad
CRD 5526341 · Milpitas, CA
At a glance
Nasser Ahmad is an investment adviser representative with Osaic Wealth, Inc. in Milpitas, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nasser’s SEC record dates to 2009, about 17 years ago. Nasser is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Osaic Wealth, Inc.Since June 2024Milpitas, CA · $235B in regulatory assets
- Osaic Advisory Services, LLCSince November 2024Milpitas, CA · $15B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Nasser’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
- 6 firmsLocked
- 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.
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- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
- Steven V. AbbruzzeseLivingston · Chartered Financial Consultant
- Antar A. AbderrahmanSan Diego
- Evan C. AbelSaint Charles
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