Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Davie, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Davie, A to Z.
5 registered advisors work at Osaic Wealth, Inc. in Davie, out of 7,289 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Davie, A to Z
Every Osaic Wealth, Inc. advisor →- Nicholas R. BrownAlso a broker rep
- Isaac FrancoCertified Financial Planner · Also a broker rep
- Frank J. HeldAlso a broker rep
- David A. KnierimCertified Financial Planner · Also a broker rep
- Kevin M. WehnCertified Financial Planner · Also 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 Davie
All Davie advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Cetera Investment Advisers LLC 3Strategic Advisers LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Davie?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Davie, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Davie?
Osaic Wealth, Inc. ranks number 1 in Davie by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (4).
How do I check a Osaic Wealth, Inc. advisor in Davie?
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.