Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Marlton, NJ
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Marlton, A to Z.
The short answer
8 registered advisors work at Osaic Wealth, Inc. in Marlton, out of 7,289 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Marlton, A to Z
Every Osaic Wealth, Inc. advisor →- Victor Garrido PollanAlso a broker rep
- Brian C. GreenbergAlso a broker rep
- Scott E. JonesAlso a broker rep
- Erik C. LureAlso a broker rep
- Ryan J. NasonAlso a broker rep
- John W. Parker Jr.Also a broker rep
- Michael D. PickerAlso a broker rep
- Michael H. St. AmourAlso 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 Marlton
All Marlton advisors →Wells Fargo Clearing Services, LLC 47Td Private Client Wealth LLC 38Lincoln Investment 34Capital Analysts 27Ameriprise Financial Services, LLC 25Pine Valley Investments 24Morgan Stanley 23LPL Financial LLC 22Strategic Advisers LLC 19Charles Schwab & Co., Inc. 15MML Investors Services, LLC 15Janney Montgomery Scott LLC 14
Questions
How many financial advisors does Osaic Wealth, Inc. have in Marlton?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Marlton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Marlton?
Osaic Wealth, Inc. ranks number 15 in Marlton by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.
How do I check a Osaic Wealth, Inc. advisor in Marlton?
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.