Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Atlanta, A to Z.
The short answer
25 registered advisors work at Osaic Wealth, Inc. in Atlanta, out of 7,289 at the firm nationwide; it ranks number 39 in the city by advisors. 5 list the CFP designation and 25 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Atlanta, A to Z
Every Osaic Wealth, Inc. advisor →- Kent A. Balch Jr.Also a broker rep
- Michael D. BeanAlso a broker rep
- Jeffrey D. BramlettCertified Financial Planner · Also a broker rep
- Joseph P. CatalfanoAlso a broker rep
- Thomas M. CostelloAlso a broker rep
- John A. DraperCertified Financial Planner · Also a broker rep
- Erica L. DunbarAlso a broker rep
- Sean P. DunnAlso a broker rep
- Richard W. HoltAlso a broker rep
- Michael P. KennedyAlso a broker rep
- Gloria M. KoesterAlso a broker rep
- Michael J. LopataAlso a broker rep
- Melissa L. MacleodAlso a broker rep
- Randall C. MartinezCertified Financial Planner · Also a broker rep
- Charles A. Mears Jr.Also a broker rep
- Guy C. MowerCertified Financial Planner · Also a broker rep
- William G. NewburyAlso a broker rep
- Brian S. RitchieAlso a broker rep
- Alison B. RodriguezAlso a broker rep
- Robert R. RollauerAlso a broker rep
- Kevin J. RuthChartered Financial Analyst · Also a broker rep
- Sibyl Steverson SladeAlso a broker rep
- Joseph J. TassielloAlso a broker rep
- Luke S. WebberAlso a broker rep
- Glenn C. WilliamsCertified Financial Planner, Chartered Financial Consultant · Also 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 Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Osaic Wealth, Inc. have in Atlanta?
25 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 5 list the CFP designation and 25 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Atlanta?
Osaic Wealth, Inc. ranks number 39 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Osaic Wealth, Inc. advisor in Atlanta?
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.