Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Newark, DE
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Newark, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in Newark, out of 7,813 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Newark, A to Z
Every Osaic Wealth, Inc. advisor →- William G. BrennanCertified Financial Planner · Also a broker rep
- Dawn L. GreenAlso a broker rep
- Leigh S. JosephAlso a broker rep
- Jennifer ValentineAlso 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 Newark
All Newark advisors →Cetera Investment Advisers LLC 41Ameriprise Financial Services, LLC 16Wells Fargo Clearing Services, LLC 16MML Investors Services, LLC 14Pfs Investments Inc. 14LPL Enterprise, LLC 11J.P. Morgan Securities LLC 10LPL Financial LLC 5Jpl Asset Management And Planning, LLC 3M Holdings Securities, Inc. 3N1 Advisors 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Newark?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Newark, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Newark?
Osaic Wealth, Inc. ranks number 9 in Newark by registered advisors; Cetera Investment Advisers LLC has the most, with 41.
How do I check a Osaic Wealth, Inc. advisor in Newark?
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.