Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Princeton, NJ
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Princeton, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in Princeton, out of 7,289 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Princeton, A to Z
Every Osaic Wealth, Inc. advisor →- Brian S. KovenerAlso a broker rep
- Mario LivecchiAlso a broker rep
- Vincent J. NotteAlso a broker rep
- Matthew B. PodgurskiAlso a broker rep
- Walter J. PodgurskiAlso 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 Princeton
All Princeton advisors →Blackrock Investment Management, LLC 362Merrill Lynch, Pierce, Fenner & Smith Incorporated 107Advisors Asset Management, Inc. 36Strategic Advisers LLC 24Wells Fargo Clearing Services, LLC 23UBS Financial Services Inc. 22RBC Capital Markets, LLC 18Charles Schwab & Co., Inc. 17Princeton Global Asset Management LLC 17Northwestern Mutual Investment Services, LLC 15Tiaa-Cref Individual & Institutional Services, LLC 15LPL Financial LLC 12
Questions
How many financial advisors does Osaic Wealth, Inc. have in Princeton?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Princeton, 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 Princeton?
Osaic Wealth, Inc. ranks number 20 in Princeton by registered advisors; Blackrock Investment Management, LLC has the most, with 362.
How do I check a Osaic Wealth, Inc. advisor in Princeton?
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.