Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Brielle, NJ
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Brielle, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Brielle, out of 7,287 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Brielle, A to Z
Every Osaic Wealth, Inc. advisor →- Neil KriegsteinCertified Financial Planner · Also a broker rep
- Shane OconnorCertified Financial Planner · Also a broker rep
- David M. ShaveCertified Financial Planner · Also 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 Brielle
All Brielle advisors →Questions
How many financial advisors does Osaic Wealth, Inc. have in Brielle?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Brielle, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Brielle?
Osaic Wealth, Inc. ranks number 2 in Brielle by registered advisors; Shore Point Advisors, LLC has the most, with 10.
How do I check a Osaic Wealth, Inc. advisor in Brielle?
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.