Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Bradenton, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Bradenton, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Bradenton, out of 7,287 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Bradenton, A to Z
Every Osaic Wealth, Inc. advisor →- James M. FrieryAlso a broker rep
- Joel E. MariusAlso a broker rep
- Denise G. OttenAlso a broker rep
- Jeffrey M. WelshAlso 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Bradenton
All Bradenton advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Cambridge Investment Research Advisors, Inc. 30LPL Financial LLC 25Edward Jones 23Morgan Stanley 21Cetera Investment Advisers LLC 9J.P. Morgan Securities LLC 9Strategic Advisers LLC 9Ameriprise Financial Services, LLC 8Wells Fargo Clearing Services, LLC 7Raymond James & Associates, Inc. 4Raymond James Financial Services Advisors, Inc. 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Bradenton?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Bradenton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Bradenton?
Osaic Wealth, Inc. ranks number 11 in Bradenton by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 32.
How do I check a Osaic Wealth, Inc. advisor in Bradenton?
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.