Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Boston, A to Z.
The short answer
13 registered advisors work at Osaic Wealth, Inc. in Boston, out of 7,287 at the firm nationwide; it ranks number 59 in the city by advisors. 2 list the CFP designation and 13 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Boston, A to Z
Every Osaic Wealth, Inc. advisor →- Benjamin C. ArterAlso a broker rep
- Faith R. ArterChartered Financial Consultant · Also a broker rep
- Jonathan AvisAlso a broker rep
- Jack S. FrielAlso a broker rep
- Larissa L. GusekCertified Financial Planner · Also a broker rep
- Timothy A. GusekAlso a broker rep
- Monica C. KimballCertified Financial Planner · Also a broker rep
- Alexander J. LacroceAlso a broker rep
- Timothy I. McNallyAlso a broker rep
- Joseph M. Phillips Sr.Also a broker rep
- Peter A. RaskinAlso a broker rep
- Lawrence L. RiddellAlso a broker rep
- William SextonAlso 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 Boston
All Boston advisors →Morgan Stanley 353Merrill Lynch, Pierce, Fenner & Smith Incorporated 338J.P. Morgan Securities LLC 251Voya Financial Advisors, Inc. 175UBS Financial Services Inc. 174Strategic Advisers LLC 158Columbia Management Investment Advisers, LLC 135John Hancock Investment Management LLC 98MML Investors Services, LLC 93Eaton Vance Management 90Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53
Questions
How many financial advisors does Osaic Wealth, Inc. have in Boston?
13 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 13 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Boston?
Osaic Wealth, Inc. ranks number 59 in Boston by registered advisors; Morgan Stanley has the most, with 353.
How do I check a Osaic Wealth, Inc. advisor in Boston?
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.