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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Clifton Park, NY

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Clifton Park, A to Z.

The short answer

9 registered advisors work at Osaic Wealth, Inc. in Clifton Park, out of 7,287 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Clifton Park, A to Z

Every Osaic Wealth, Inc. advisor →

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 Clifton Park

All Clifton Park advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 27LPL Financial LLC 12Pfs Investments Inc. 10Cetera Investment Advisers LLC 8Equity Services, Inc. 7Holistic Wealth Advisors 6Tsa Management Inc. 6Edelman Financial Engines 3Edward Jones 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Clifton Park?

9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Clifton Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Clifton Park?

Osaic Wealth, Inc. ranks number 4 in Clifton Park by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 27.

How do I check a Osaic Wealth, Inc. advisor in Clifton Park?

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.