Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Morristown, NJ
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Morristown, A to Z.
The short answer
7 registered advisors work at Osaic Wealth, Inc. in Morristown, out of 7,287 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Morristown, A to Z
Every Osaic Wealth, Inc. advisor →- Craig C. BartlettCertified Financial Planner · Also a broker rep
- Daniel P. BieralsAlso a broker rep
- Judd T. CarltonCertified Financial Planner · Also a broker rep
- Edward H. Durkin Jr.Also a broker rep
- Kevin J. LanahanAlso a broker rep
- Matthew O. RiskinAlso a broker rep
- Zachary M. ScottCertified 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 Morristown
All Morristown advisors →Private Advisor Group, LLC 435Morgan Stanley 246Goldman Sachs Wealth Services, L.P. 71Equitable Advisors, LLC 43Stifel, Nicolaus & Company, Incorporated 36Strategic Advisers LLC 29Beacon Trust 28Corient 27Raymond James Financial Services Advisors, Inc. 23Simon Quick Advisors, LLC 21J.P. Morgan Securities LLC 16Charles Schwab & Co., Inc. 13
Questions
How many financial advisors does Osaic Wealth, Inc. have in Morristown?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Morristown, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Morristown?
Osaic Wealth, Inc. ranks number 15 in Morristown by registered advisors; Private Advisor Group, LLC has the most, with 435.
How do I check a Osaic Wealth, Inc. advisor in Morristown?
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.