Adviser and broker representative · Osaic Wealth, Inc.
Xavier J. Angel
CRD 4492385 · New Orleans, LA
At a glance
Xavier J. Angel is an investment adviser representative with Osaic Wealth, Inc. in New Orleans, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Xavier’s SEC record dates to 2010, about 16 years ago. Xavier is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Osaic Wealth, Inc.Since April 2025New Orleans, LA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Xavier’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
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.
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- Colin D. HatchardNew Orleans · Certified Financial Planner
- Carlos J. HornbrookNew Orleans
- Jason A. MeadNew Orleans
- Harriet P. NewsomeNew Orleans
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