Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Lewes, DE
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lewes, A to Z.
5 registered advisors work at Osaic Wealth, Inc. in Lewes, out of 7,813 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Lewes, A to Z
Every Osaic Wealth, Inc. advisor →- Lee M. GottliebAlso a broker rep
- Michael B. JohnsonAlso a broker rep
- Kristen R. JonesAlso a broker rep
- Kathleen M. RyanCertified Financial Planner · Also a broker rep
- Christopher W. VonlindenbergCertified Financial Planner, Chartered Financial Consultant · 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 331Maumee, OH 57Omaha, NE 55Raleigh, NC 53Houston, TX 49San Diego, CA 49Irvine, CA 48Melville, NY 48Honolulu, HI 47Southfield, MI 44Rochester, NY 41Overland Park, KS 40Lincoln, NE 39Wichita, KS 37Amherst, NY 33
Other firms in Lewes
All Lewes advisors →Janney Montgomery Scott LLC 13LPL Financial LLC 7Dakota Wealth, LLC 3Diversify Wealth Management, LLC 3Edward Jones 3Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Lewes?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lewes, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Lewes?
Osaic Wealth, Inc. ranks number 3 in Lewes by registered advisors; Janney Montgomery Scott LLC has the most, with 13.
How do I check a Osaic Wealth, Inc. advisor in Lewes?
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.