Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Orlando, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Orlando, A to Z.
14 registered advisors work at Osaic Wealth, Inc. in Orlando, out of 7,289 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 14 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Orlando, A to Z
Every Osaic Wealth, Inc. advisor →- Robert W. BreskeAlso a broker rep
- Stephanie D. BreskeAlso a broker rep
- Pamela S. GhezziAlso a broker rep
- Kiley M. HardAlso a broker rep
- Amy J. HeappsAlso a broker rep
- Brian B. HeappsChartered Financial Consultant · Also a broker rep
- Kristen L. KroegerAlso a broker rep
- Joseph S. MarinoAlso a broker rep
- Robert W. MitchellAlso a broker rep
- William P. MorrisonAlso a broker rep
- Kenneth W. PattonCertified Financial Planner · Also a broker rep
- David A. ReichertAlso a broker rep
- Christopher R. StricklandCertified Financial Planner · Also a broker rep
- Malcolm M. ThomasAlso 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 Orlando
All Orlando advisors →Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31
Questions
How many financial advisors does Osaic Wealth, Inc. have in Orlando?
14 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 14 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Orlando?
Osaic Wealth, Inc. ranks number 22 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.
How do I check a Osaic Wealth, Inc. advisor in Orlando?
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.