Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Rockville, MD
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Rockville, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Rockville, out of 7,287 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Rockville, A to Z
Every Osaic Wealth, Inc. advisor →- Michael A. BonnellAlso a broker rep
- Sarah E. BurtonAlso a broker rep
- Daniel R. CamposChartered Financial Consultant · Also a broker rep
- Ching-Kai D. FeiCertified Financial Planner · Also a broker rep
- Alan B. GoldenAlso a broker rep
- Randall V. GreeneAlso a broker rep
- Wei LuoAlso a broker rep
- Brennan M. RhuleCertified Financial Planner · Also a broker rep
- Sean M. ThompsonAlso 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Rockville
All Rockville advisors →LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Truist Advisory Services, Inc. 9Apollon Wealth Management, LLC 8Atcap Partners, LLC 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Rockville?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Rockville?
Osaic Wealth, Inc. ranks number 14 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.
How do I check a Osaic Wealth, Inc. advisor in Rockville?
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.