Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Orinda, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Orinda, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Orinda, out of 7,287 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Orinda, A to Z
Every Osaic Wealth, Inc. advisor →- Alexander D. GannettAlso a broker rep
- Daniel J. GannettAlso a broker rep
- Rockne S. SchatzCertified 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Orinda
All Orinda advisors →Morgan Stanley 23Bell Investment Advisors Inc. 7Penserra Capital Management LLC 7Wespac Advisors, LLC 7Penserra Global Investors LLC 6Wells Fargo Advisors Financial Network, LLC 6Ameriprise Financial Services, LLC 5Naylor & Company 4Penserra Wealth Management 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Orinda?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Orinda, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Orinda?
Osaic Wealth, Inc. ranks number 9 in Orinda by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Osaic Wealth, Inc. advisor in Orinda?
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.