Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Birmingham, MI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Birmingham, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Birmingham, out of 7,289 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Birmingham, A to Z
Every Osaic Wealth, Inc. advisor →- Richard J. AllenAlso a broker rep
- Spencer T. SchmaleAlso a broker rep
- Andrea WaidnerAlso a broker rep
- Mitchell C. WalshAlso 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 Birmingham
All Birmingham advisors →UBS Financial Services Inc. 106Morgan Stanley 70Raymond James & Associates, Inc. 53J.P. Morgan Securities LLC 47Oppenheimer & Co. Inc. 21Wells Fargo Clearing Services, LLC 21Robert W. Baird & Co. Incorporated 19Corient 8Seizert Capital Partners 8Arax Advisory Partners 7Raymond James Financial Services Advisors, Inc. 7Charles Schwab & Co., Inc. 6
Questions
How many financial advisors does Osaic Wealth, Inc. have in Birmingham?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Birmingham, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Birmingham?
Osaic Wealth, Inc. ranks number 16 in Birmingham by registered advisors; UBS Financial Services Inc. has the most, with 106.
How do I check a Osaic Wealth, Inc. advisor in Birmingham?
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.