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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Venice, FL

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

5 registered advisors work at Osaic Wealth, Inc. in Venice, out of 7,289 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Venice, 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 Venice

All Venice advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Morgan Stanley 13Edward Jones 12Fourthought Financial Partners, LLC. 10Stifel, Nicolaus & Company, Incorporated 8LPL Financial LLC 7Wells Fargo Clearing Services, LLC 7J.P. Morgan Securities LLC 6Raymond James & Associates, Inc. 5Raymond James Financial Services Advisors, Inc. 5Dale K. Ehrhart, Inc. 4Dg Wealth 4

Questions

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

5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Venice, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 9 in Venice by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.

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

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.