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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Wakefield, MA

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

12 registered advisors work at Osaic Wealth, Inc. in Wakefield, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 12 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Wakefield, 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 Wakefield

All Wakefield advisors →

Sentinel Pension Advisors, LLC. 34MML Investors Services, LLC 21LPL Enterprise, LLC 20Flagship Wealth Advisors, LLC. 7Commonwealth Financial Network 5Gallagher Fiduciary Advisors, LLC 4Strategic Advisers LLC 3Vestmark Advisory Solutions, Inc. 3

Questions

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

12 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Wakefield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 12 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 4 in Wakefield by registered advisors; Sentinel Pension Advisors, LLC. has the most, with 34.

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

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.