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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Holmdel, NJ

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

5 registered advisors work at Osaic Wealth, Inc. in Holmdel, out of 7,289 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Holmdel, 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 Holmdel

All Holmdel advisors →

LPL Enterprise, LLC 42Park Avenue Securities LLC 17A.G.P. / Alliance Global Partners 15LPL Financial LLC 13Empire Financial Management Company, LLC 7Ameriprise Financial Services, LLC 4Fortis Group Advisors LLC 3Morgan Stanley 3Unique Financial Advisors LLC 3

Questions

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

5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Holmdel, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 6 in Holmdel by registered advisors; LPL Enterprise, LLC has the most, with 42.

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

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.