Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Bloomfield Hills, MI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Bloomfield Hills, A to Z.
The short answer
7 registered advisors work at Osaic Wealth, Inc. in Bloomfield Hills, out of 7,287 at the firm nationwide; it ranks number 17 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Bloomfield Hills, A to Z
Every Osaic Wealth, Inc. advisor →- Ross M. AinleyChartered Financial Consultant · Also a broker rep
- Nisha K. DoshiCertified Financial Planner · Also a broker rep
- Kaled F. KhaznehkatbiAlso a broker rep
- Nicholas A. KlankeCertified Financial Planner · Also a broker rep
- David W. ThomasChartered Financial Consultant · Also a broker rep
- Jared B. WeinermanChartered Financial Consultant · Also a broker rep
- Elissa K. WillisAlso 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 Bloomfield Hills
All Bloomfield Hills advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 164Morgan Stanley 75LPL Financial LLC 26Gregory J. Schwartz & Co., Inc. 22RBC Capital Markets, LLC 20Ameriprise Financial Services, LLC 18Fifth Third Securities, Inc. 17Raymond James & Associates, Inc. 16J.P. Morgan Securities LLC 11Deroy & Devereaux Private Investment Counsel, Inc. 10Diversified Portfolios, Inc. 9Mariner 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Bloomfield Hills?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Bloomfield Hills, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Bloomfield Hills?
Osaic Wealth, Inc. ranks number 17 in Bloomfield Hills by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 164.
How do I check a Osaic Wealth, Inc. advisor in Bloomfield Hills?
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.