Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Boca Raton, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Boca Raton, A to Z.
16 registered advisors work at Osaic Wealth, Inc. in Boca Raton, out of 7,289 at the firm nationwide; it ranks number 24 in the city by advisors. 3 list the CFP designation and 16 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Boca Raton, A to Z
Every Osaic Wealth, Inc. advisor →- Richard A. AlterAlso a broker rep
- Polychronis A. BonarosAlso a broker rep
- Randy M. BreidbartAlso a broker rep
- Anthony BrodeurAlso a broker rep
- Robert C. ColemanChartered Financial Consultant · Also a broker rep
- James M. GoldslagerAlso a broker rep
- Steven GrodkoAlso a broker rep
- Jason R. HillAlso a broker rep
- Nancy J. HiteCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Lanny K. MarksCertified Financial Planner · Also a broker rep
- John H. McKeownAlso a broker rep
- Michaele F. McNelisAlso a broker rep
- Michael J. McNultyAlso a broker rep
- Joseph F. NotoCertified Financial Planner · Also a broker rep
- Carlos R. RomeroAlso a broker rep
- Joseph SpinaAlso 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 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Boca Raton
All Boca Raton advisors →Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34
Questions
How many financial advisors does Osaic Wealth, Inc. have in Boca Raton?
16 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 16 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Boca Raton?
Osaic Wealth, Inc. ranks number 24 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.
How do I check a Osaic Wealth, Inc. advisor in Boca Raton?
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.