Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Milpitas, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Milpitas, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Milpitas, out of 7,289 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Milpitas, A to Z
Every Osaic Wealth, Inc. advisor →- Nasser AhmadCertified Financial Planner · Also a broker rep
- Dinesh GoyalAlso a broker rep
- Bhavin C. MehtaCertified Financial Planner · Also a broker rep
- Chadwick P. SuntayCertified Financial Planner, Chartered Financial Consultant · Also 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 Milpitas
All Milpitas advisors →Ni Advisors 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Strategic Advisers LLC 4Charles Schwab & Co., Inc. 3Citigroup Global Markets Inc. 3J.P. Morgan Securities LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Milpitas?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Milpitas, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Milpitas?
Osaic Wealth, Inc. ranks number 3 in Milpitas by registered advisors; Ni Advisors has the most, with 10.
How do I check a Osaic Wealth, Inc. advisor in Milpitas?
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.