Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Towson, MD
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Towson, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in Towson, out of 7,287 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Towson, A to Z
Every Osaic Wealth, Inc. advisor →- Joseph K. MorganAlso a broker rep
- Bernard J. MuthCertified Financial Planner · Also a broker rep
- Leigh R. RitcheyAlso a broker rep
- Jason C. ShantyAlso a broker rep
- Melanie L. ShantyAlso 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 Towson
All Towson advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Robert W. Baird & Co. Incorporated 30Greenspring Advisors, LLC 29Hb Wealth 22Strategic Advisers LLC 21Janney Montgomery Scott LLC 20LPL Financial LLC 12Charles Schwab & Co., Inc. 11Founders Financial Securities LLC 11Commonwealth Financial Network 10Sfg Wealth Management 8Bolton Investment 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Towson?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Towson, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 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 Towson?
Osaic Wealth, Inc. ranks number 17 in Towson by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.
How do I check a Osaic Wealth, Inc. advisor in Towson?
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.