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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Sarasota, FL

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Sarasota, A to Z.

12 registered advisors work at Osaic Wealth, Inc. in Sarasota, out of 7,289 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Sarasota, A to Z

Every Osaic Wealth, Inc. advisor →

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 Sarasota

All Sarasota advisors →

Morgan Stanley 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Strategic Advisers LLC 38LPL Financial LLC 36Wells Fargo Clearing Services, LLC 35Ameriprise Financial Services, LLC 28Raymond James & Associates, Inc. 26RBC Capital Markets, LLC 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 21Stifel, Nicolaus & Company, Incorporated 19

Questions

How many financial advisors does Osaic Wealth, Inc. have in Sarasota?

12 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Sarasota?

Osaic Wealth, Inc. ranks number 23 in Sarasota by registered advisors; Morgan Stanley has the most, with 90.

How do I check a Osaic Wealth, Inc. advisor in Sarasota?

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.