Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in San Ramon, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Ramon, A to Z.
The short answer
28 registered advisors work at Osaic Wealth, Inc. in San Ramon, out of 7,289 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 28 are also registered broker representatives.
Osaic Wealth, Inc. advisors in San Ramon, A to Z
Every Osaic Wealth, Inc. advisor →- Scott J. CangelosiAlso a broker rep
- Diana R. ChanCertified Financial Planner · Also a broker rep
- Thomas P. ChristensenCertified Financial Planner · Also a broker rep
- Michael G. DevereAlso a broker rep
- Duncan EngAlso a broker rep
- John R. FindleyAlso a broker rep
- Justin R. FindleyAlso a broker rep
- Martin D. FongAlso a broker rep
- Jordan M. FriersonAlso a broker rep
- Celeste C. GuruleCertified Financial Planner · Also a broker rep
- Benjamin M. HornAlso a broker rep
- Martin S. JohnsonAlso a broker rep
- Raymond Y. JungAlso a broker rep
- Kevin C. KuehnAlso a broker rep
- Jonathan J. LeeCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Frederick B. LewisAlso a broker rep
- Logan J. MartsAlso a broker rep
- Christopher T. McClureAlso a broker rep
- Jordan H. MurrayCertified Financial Planner · Also a broker rep
- Steven W. PughAlso a broker rep
- Louis A. Romero IIIAlso a broker rep
- Nicholas A. RuotoloAlso a broker rep
- Edward C. RusnakAlso a broker rep
- Brandi R. StahlAlso a broker rep
- Cody J. SteeleAlso a broker rep
- Thomas M. Strohl Jr.Certified Financial Planner · Also a broker rep
- Avery J. TannenbaumAlso a broker rep
- Kinley K. 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 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 San Ramon
All San Ramon advisors →Raymond James Financial Services Advisors, Inc. 22LPL Financial LLC 16Charles Schwab & Co., Inc. 14California Financial Advisors 13Ameritas Advisory Services, LLC 12American Investors Company 9Eagle Strategies LLC 8Prosperity Financial Group, Inc. 8Cetera Investment Advisers LLC 7Insight Wealth Strategies, LLC 6Strategic Advisers LLC 6Cambridge Investment Research Advisors, Inc. 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in San Ramon?
28 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Ramon, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 6 list the CFP designation and 28 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in San Ramon?
Osaic Wealth, Inc. ranks number 1 in San Ramon by registered advisors, ahead of Raymond James Financial Services Advisors, Inc. (22).
How do I check a Osaic Wealth, Inc. advisor in San Ramon?
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.