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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Rochester, MI

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

The short answer

3 registered advisors work at Osaic Wealth, Inc. in Rochester, out of 7,287 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Rochester, 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 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 Rochester

All Rochester advisors →

LPL Financial LLC 27Morgan Stanley 18Cpr Investments Inc. 14Managed Asset Portfolios, LLC 13Edward Jones 9Stifel, Nicolaus & Company, Incorporated 9Raymond James & Associates, Inc. 8Cetera Investment Advisers LLC 7J.P. Morgan Securities LLC 6Raymond James Financial Services Advisors, Inc. 6Clarkston Capital Partners, LLC 5Rochester Wealth Strategies, LLC 4

Questions

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

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Rochester, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 17 in Rochester by registered advisors; LPL Financial LLC has the most, with 27.

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

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.