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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Massachusetts, by city and A to Z.

The short answer

151 registered advisors work at Osaic Wealth, Inc. in Massachusetts, out of 7,289 nationwide; it's the firm's number 15 state by advisors, and the most are in Boston (14). 36 list the CFP designation and 148 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 14Needham Heights 13Wakefield 12Andover 11Marshfield 7Newburyport 4Sudbury 4Wayland 4North Reading 3South Yarmouth 3Worcester 3Attleboro 2Burlington 2Concord 2Kingston 2Mendon 2Natick 2North Andover 2Pembroke 2Scituate 2Sharon 2West Newton 2Westford 2Abington 1Acushnet 1Amesbury 1Amherst 1Arlington 1Ashland 1Auburndale 1Belchertown 1Berkley 1Beverly 1Bradford 1Braintree 1Brewster 1Canton 1Essex 1Fall River 1Falmouth 1Gloucester 1Hopkinton 1Hudson 1Hyannis 1Leominster 1Lexington 1Lynnfield 1Mansfield 1Marblehead 1Marlborough 1Mashpee 1Melrose 1Millbury 1New Bedford 1Newton Centre 1North Billerica 1Norwell 1Peabody 1Rehoboth 1Rockland 1

Osaic Wealth, Inc. advisors in Massachusetts, A to Z

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Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 816New York 608Florida 465Texas 388Arizona 371Pennsylvania 314Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Indiana 147Maryland 140Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Massachusetts?

151 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 36 list the CFP designation and 148 are also registered as broker representatives.

Where in Massachusetts does Osaic Wealth, Inc. have the most advisors?

Boston, with 14, then Needham Heights (13). Osaic Wealth, Inc. has advisors in 60 cities in Massachusetts.

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

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.