Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Coral Springs, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Coral Springs, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Coral Springs, out of 7,287 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Coral Springs, A to Z
Every Osaic Wealth, Inc. advisor →- Robert M. FriedmanAlso a broker rep
- Neil B. GreenbergAlso a broker rep
- Howard S. HechtmanInvestment adviser rep
- Brian A. HornCertified Financial Planner · Also a broker rep
- Richard P. KieselAlso a broker rep
- William R. Long IIICertified Financial Planner · Also a broker rep
- Jeffrey L. MarchittoAlso a broker rep
- Sean J. RathAlso a broker rep
- David T. RussoAlso 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 Coral Springs
All Coral Springs advisors →Morgan Stanley 15LPL Financial LLC 9Pfs Investments Inc. 8Edward Jones 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5J.P. Morgan Securities LLC 4Prosperitus Wealth Advisors 4Cetera Investment Advisers LLC 3Citigroup Global Markets Inc. 3Kris Lewicki & Associates, LLC 3Oneseven 3Principal Securities, Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Coral Springs?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Coral Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Coral Springs?
Osaic Wealth, Inc. ranks number 3 in Coral Springs by registered advisors; Morgan Stanley has the most, with 15.
How do I check a Osaic Wealth, Inc. advisor in Coral Springs?
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.