Adviser and broker representative · Osaic Wealth, Inc.
Rajer I. Choobak
CRD 5850950 · Aliso Viejo, CA
At a glance
Rajer I. Choobak is an investment adviser representative with Osaic Wealth, Inc. in Aliso Viejo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rajer’s SEC record dates to 2010, about 15 years ago. Rajer is also registered as a broker representative.
Current advisory firms
- Osaic Wealth, Inc.Since February 2014Aliso Viejo, CA · $235B in regulatory assets
- Nwf Advisory Services Inc.Since November 2013Aliso Viejo, CA · $6.4B in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rajer’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
- 3 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
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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.