Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Capitola, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Capitola, A to Z.
3 registered advisors work at Osaic Wealth, Inc. in Capitola, out of 7,289 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Capitola, A to Z
Every Osaic Wealth, Inc. advisor →- Sabin B. AlibrandiCertified Financial Planner · Also a broker rep
- Jason E. BraleyCertified Financial Planner · Also a broker rep
- Ercilia Z. DonnellyAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Capitola
All Capitola advisors →LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Capitola?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Capitola, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Capitola?
Osaic Wealth, Inc. ranks number 3 in Capitola by registered advisors; LPL Financial LLC has the most, with 4.
How do I check a Osaic Wealth, Inc. advisor in Capitola?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.