Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Albany, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Albany, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Albany, out of 7,287 at the firm nationwide; it ranks number 23 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Albany, A to Z
Every Osaic Wealth, Inc. advisor →- Brian T. McKeeAlso a broker rep
- Gerard P. RyanAlso a broker rep
- Jeffrey P. TrombettaCertified Financial Planner · Also a broker rep
- Francis M. ZovistoskiCertified 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 Albany
All Albany advisors →LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Pks Advisory Services, LLC 33Northwestern Mutual Investment Services, LLC 28Strategic Advisers LLC 17Wells Fargo Clearing Services, LLC 17Janney Montgomery Scott LLC 13UBS Financial Services Inc. 12Ameriprise Financial Services, LLC 11Citizens Securities, Inc. 10Focus Partners Wealth, LLC 8Private Advisor Group, LLC 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Albany?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Albany?
Osaic Wealth, Inc. ranks number 23 in Albany by registered advisors; LPL Financial LLC has the most, with 58.
How do I check a Osaic Wealth, Inc. advisor in Albany?
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.