Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Clearwater, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Clearwater, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in Clearwater, out of 7,289 at the firm nationwide; it ranks number 27 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Clearwater, A to Z
Every Osaic Wealth, Inc. advisor →- Robin L. CarmichaelChartered Financial Consultant · Also a broker rep
- George F. Cerwin IIICertified Financial Planner · Also a broker rep
- Yolande D. CircostaAlso a broker rep
- Carol M. JordanCertified Financial Planner · Also a broker rep
- William E. SpriggsAlso 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 Clearwater
All Clearwater advisors →Csenge Advisory Group, LLC 40Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Raymond James Financial Services Advisors, Inc. 28LPL Financial LLC 25Ameriprise Financial Services, LLC 19Provise Management Group, LLC 17Raymond James & Associates, Inc. 16Steward Partners Investment Advisory, LLC 15Strategic Advisers LLC 14Edward Jones 12Indivisible Partners 12Cambridge Investment Research Advisors, Inc. 9
Questions
How many financial advisors does Osaic Wealth, Inc. have in Clearwater?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Clearwater, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Clearwater?
Osaic Wealth, Inc. ranks number 27 in Clearwater by registered advisors; Csenge Advisory Group, LLC has the most, with 40.
How do I check a Osaic Wealth, Inc. advisor in Clearwater?
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.