Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Napa, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Napa, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in Napa, out of 7,289 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Napa, A to Z
Every Osaic Wealth, Inc. advisor →- Julie A. CutlerAlso a broker rep
- Nicole E. SedanoAlso a broker rep
- Teresa M. UpdegraffInvestment adviser rep
- Stewart J. VietsCertified Financial Planner · Also a broker rep
- Melanie E. WhiteheadCertified Financial Planner · 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 Napa
All Napa advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 22Morgan Stanley 18UBS Financial Services Inc. 10Wells Fargo Clearing Services, LLC 8Charles Schwab & Co., Inc. 6Dedora Capital, Inc. 6Edward Jones 6The Mather Group, LLC 55t Wealth, LLC 4Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Napa?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Napa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Napa?
Osaic Wealth, Inc. ranks number 9 in Napa by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.
How do I check a Osaic Wealth, Inc. advisor in Napa?
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.