Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Buffalo, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Buffalo, A to Z.
The short answer
10 registered advisors work at Osaic Wealth, Inc. in Buffalo, out of 7,289 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 10 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Buffalo, A to Z
Every Osaic Wealth, Inc. advisor →- Patrick E. AllaireAlso a broker rep
- Chad R. AllenAlso a broker rep
- Melissa D. DarnellAlso a broker rep
- Kevin P. DunfordAlso a broker rep
- Elizabeth J. EvaniskoAlso a broker rep
- Jeffrey T. GelorminiAlso a broker rep
- Brett R. KommAlso a broker rep
- Ryan A. KuhnAlso a broker rep
- Robert S. PetersAlso a broker rep
- Christopher W. PhillipsAlso 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 Buffalo
All Buffalo advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 43LPL Financial LLC 35Hsbc Securities (USA) Inc. 30UBS Financial Services Inc. 27Park Avenue Securities LLC 20Raymond James Financial Services Advisors, Inc. 19Cetera Investment Advisers LLC 15Morgan Stanley 14Trubee Wealth Advisors, Inc. 13Sandhill Investment Management 11Courier Capital, LLC 10Lawley Retirement Advisors 10
Questions
How many financial advisors does Osaic Wealth, Inc. have in Buffalo?
10 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Buffalo, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Buffalo?
Osaic Wealth, Inc. ranks number 13 in Buffalo by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 43.
How do I check a Osaic Wealth, Inc. advisor in Buffalo?
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.