Investment adviser representative · Glass Jacobson Wealth Advisors
Richard J. Osikowicz
CRD 2524426 · Owings Mills, MD
At a glance
Richard J. Osikowicz is an investment adviser representative with Glass Jacobson Wealth Advisors in Owings Mills, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 1998, about 27 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Glass Jacobson Wealth AdvisorsSince August 2018Owings Mills, MD · $928M in regulatory assets
- Mercer Global Advisors Inc.Since December 2025Owings Mills, MD · $84B in regulatory assets
SEC adviser record
- Registered since
- 1998 (27 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’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
- 4 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.