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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Santa Barbara, CA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Santa Barbara, A to Z.

The short answer

5 registered advisors work at Osaic Wealth, Inc. in Santa Barbara, out of 7,287 at the firm nationwide; it ranks number 27 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Santa Barbara, A to Z

Every Osaic Wealth, Inc. advisor →

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 Santa Barbara

All Santa Barbara advisors →

Mission Wealth Management, LP 47Wells Fargo Clearing Services, LLC 38Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Cerity Partners LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Centaurus Financial, Inc. 11Avalan, LLC 10LPL Financial LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9

Questions

How many financial advisors does Osaic Wealth, Inc. have in Santa Barbara?

5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Santa Barbara?

Osaic Wealth, Inc. ranks number 27 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 47.

How do I check a Osaic Wealth, Inc. advisor in Santa Barbara?

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.