Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Naples, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Naples, A to Z.
26 registered advisors work at Osaic Wealth, Inc. in Naples, out of 7,813 at the firm nationwide; it ranks number 11 in the city by advisors. 9 list the CFP designation and 26 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Naples, A to Z
Every Osaic Wealth, Inc. advisor →- Nicholas J. AmatulleAlso a broker rep
- Kay M. AndersonCertified Financial Planner · Also a broker rep
- Stefan E. AndrewsAlso a broker rep
- Garrett J. AtkinsonCertified Financial Planner · Also a broker rep
- Michael BoneventoCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Thomas R. BullochAlso a broker rep
- Paul F. CiccarelliCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Raymond F. CiccarelliAlso a broker rep
- Anthony J. CuratoloAlso a broker rep
- Josue J. EspinosaAlso a broker rep
- Esai J. FergusonAlso a broker rep
- Lynn A. FerrainaAlso a broker rep
- Mark W. FeuchtCertified Financial Planner · Also a broker rep
- Bryan P. FilsonAlso a broker rep
- Jasen M. GilbertAlso a broker rep
- Brian W. GracieAlso a broker rep
- Kim C. KantorCertified Financial Planner · Also a broker rep
- Kyle W. KennedyAlso a broker rep
- Edward KlarmanAlso a broker rep
- Joseph S. KosekCertified Financial Planner · Also a broker rep
- Steven T. MerkelCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Joseph R. NienhausAlso a broker rep
- Jill C. RappsCertified Financial Planner · Also a broker rep
- William A. SlepcevichAlso a broker rep
- William R. SlepcevichChartered Financial Consultant · Also a broker rep
- Geral J. SmithAlso 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 Naples
All Naples advisors →Morgan Stanley 104Merrill Lynch, Pierce, Fenner & Smith Incorporated 96Wells Fargo Advisors Financial Network, LLC 56LPL Financial LLC 49Wells Fargo Clearing Services, LLC 46Cwa Asset Management Group 43Strategic Advisers LLC 39J.P. Morgan Securities LLC 34Moran Wealth Management, LLC 32UBS Financial Services Inc. 32Raymond James & Associates, Inc. 25Ameriprise Financial Services, LLC 22
Questions
How many financial advisors does Osaic Wealth, Inc. have in Naples?
26 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Naples, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 9 list the CFP designation and 26 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Naples?
Osaic Wealth, Inc. ranks number 11 in Naples by registered advisors; Morgan Stanley has the most, with 104.
How do I check a Osaic Wealth, Inc. advisor in Naples?
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.