Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Florida, by city and A to Z.
11 registered advisors work at Osaic Advisory Services, LLC in Florida, out of 301 nationwide; it's the firm's number 10 state by advisors, and the most are in St. Petersburg (3). 4 list the CFP designation and 11 are also registered broker representatives.
Osaic Advisory Services, LLC advisors by city in Florida
Every firm in Florida →St. Petersburg 3Stuart 2Coral Springs 1Delray Beach 1Lady Lake 1Plantation 1Venice 1West Melbourne 1
Osaic Advisory Services, LLC advisors in Florida, A to Z
Search by name →- Tina L. BoevingSt. Petersburg
- Daniel L. BonderLady Lake · Certified Financial Planner
- John L. Costello Jr.Venice
- Gary B. DavisStuart · Certified Financial Planner
- Alan M. JotkoffWest Melbourne · Certified Financial Planner, Personal Financial Specialist
- Jubin KeyvanCoral Springs · Certified Financial Planner
- Diego H. MorcilloPlantation
- John OlivaSt. Petersburg
- Michael D. ReesSt. Petersburg
- Brett D. ShofnerDelray Beach
- Connie L. Stein NeffStuart
Osaic Advisory Services, LLC advisors in every state →Osaic Advisory Services, LLC: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Advisory Services, LLC in other states
Georgia 72California 22Idaho 19Michigan 15Ohio 14Washington 14Colorado 12Oregon 12Texas 12Nebraska 11New York 11Arizona 7Kentucky 6New Jersey 6Alabama 5North Carolina 5Pennsylvania 5Virginia 5Connecticut 4Maryland 4Utah 4Wisconsin 4Kansas 3
Questions
How many Osaic Advisory Services, LLC financial advisors are in Florida?
11 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 301 at the firm nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.
Where in Florida does Osaic Advisory Services, LLC have the most advisors?
St. Petersburg, with 3, then Stuart (2). Osaic Advisory Services, LLC has advisors in 8 cities in Florida.
How do I check a Osaic Advisory Services, LLC advisor in Florida?
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 Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.