Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Estero, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Estero, A to Z.
5 registered advisors work at Osaic Wealth, Inc. in Estero, out of 7,813 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Estero, A to Z
Every Osaic Wealth, Inc. advisor →- Dennis A. DewittAlso a broker rep
- Esai J. FergusonAlso a broker rep
- Brendan T. O'ConnorCertified Financial Planner · Also a broker rep
- Fred C. SchellerAlso a broker rep
- James D. WattsAlso 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 331Maumee, OH 57Omaha, NE 55Raleigh, NC 53Houston, TX 49San Diego, CA 49Irvine, CA 48Melville, NY 48Honolulu, HI 47Southfield, MI 44Rochester, NY 41Overland Park, KS 40Lincoln, NE 39Wichita, KS 37Amherst, NY 33
Other firms in Estero
All Estero advisors →LPL Financial LLC 6Ameriprise Financial Services, LLC 5Edward Jones 5Raymond James Financial Services Advisors, Inc. 5Cetera Investment Advisers LLC 3J.P. Morgan Securities LLC 3Pruitt Richmond Wealth Management LLC 3Strategic Advisers LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Estero?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Estero, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Estero?
Osaic Wealth, Inc. ranks number 4 in Estero by registered advisors; LPL Financial LLC has the most, with 6.
How do I check a Osaic Wealth, Inc. advisor in Estero?
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.