Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Ohio, by city and A to Z.
14 registered advisors work at Osaic Advisory Services, LLC in Ohio, out of 301 nationwide; it's the firm's number 5 state by advisors, and the most are in Mayfield Hts (9). 3 list the CFP designation and 13 are also registered broker representatives.
Osaic Advisory Services, LLC advisors by city in Ohio
Every firm in Ohio →Mayfield Hts 9Mayfield Heights 2Aurora 1Strongsville 1Westerville 1
Osaic Advisory Services, LLC advisors in Ohio, A to Z
Search by name →- Richard L. AndersonMayfield Heights
- Shannon C. BarryMayfield Hts
- Jeremy S. ClarkMayfield Hts
- Jeffry M. KennatStrongsville · Certified Financial Planner
- Scott R. LewisMayfield Hts
- Theodore S. LorenzenMayfield Heights
- Steven T. MorganWesterville
- Anthony R. PodojilMayfield Hts
- Heather PollackAurora
- Michael J. PrimeranoMayfield Hts · Certified Financial Planner
- Bradley J. SchlangMayfield Hts
- Mark J. TicharMayfield Hts
- Bradley D. WeemhoffMayfield Hts
- Dean D. WeemhoffMayfield Hts · Certified Financial Planner
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 15Washington 14Colorado 12Oregon 12Texas 12Florida 11Nebraska 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 Ohio?
14 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 301 at the firm nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.
Where in Ohio does Osaic Advisory Services, LLC have the most advisors?
Mayfield Hts, with 9, then Mayfield Heights (2). Osaic Advisory Services, LLC has advisors in 5 cities in Ohio.
How do I check a Osaic Advisory Services, LLC advisor in Ohio?
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.