Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Francisco, A to Z.
The short answer
18 registered advisors work at Osaic Wealth, Inc. in San Francisco, out of 7,287 at the firm nationwide; it ranks number 29 in the city by advisors. 7 list the CFP designation and 18 are also registered broker representatives.
Osaic Wealth, Inc. advisors in San Francisco, A to Z
Every Osaic Wealth, Inc. advisor →- Nona P. BelousAlso a broker rep
- Leo P. BoyleAlso a broker rep
- Michael S. CullenCertified Financial Planner · Also a broker rep
- Denise DownsAlso a broker rep
- Ferdinand P. GarciaAlso a broker rep
- Lindsey R. HanleyCertified Financial Planner · Also a broker rep
- Raymond D. HurtAlso a broker rep
- Frank R. LavinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Cliff T. LiangAlso a broker rep
- Ryan P. LowensteinAlso a broker rep
- Jonathan G. MartinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Rena T. MayChartered Financial Consultant · Also a broker rep
- Eric M. NietoCertified Financial Planner · Also a broker rep
- Robert J. O'DonnellAlso a broker rep
- Sarah H. RushCertified Financial Planner · Also a broker rep
- James J. SchofieldAlso a broker rep
- Hadley A. WeinbergCertified Financial Planner · Also a broker rep
- Judy S. WongAlso 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 San Francisco
All San Francisco advisors →Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55
Questions
How many financial advisors does Osaic Wealth, Inc. have in San Francisco?
18 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 7 list the CFP designation and 18 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in San Francisco?
Osaic Wealth, Inc. ranks number 29 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Osaic Wealth, Inc. advisor in San Francisco?
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.