Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Holbrook, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Holbrook, A to Z.
The short answer
15 registered advisors work at Osaic Wealth, Inc. in Holbrook, out of 7,289 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 14 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Holbrook, A to Z
Every Osaic Wealth, Inc. advisor →- Colette R. BitzasCertified Financial Planner · Also a broker rep
- Diane M. BoyajianAlso a broker rep
- Gus J. CatanzaroAlso a broker rep
- Robert T. CrothersAlso a broker rep
- Paul L. Donahue Jr.Also a broker rep
- William P. DonahueAlso a broker rep
- Michael H. FliegelmanChartered Financial Consultant · Also a broker rep
- Michael J. GallagherAlso a broker rep
- Matthew S. JacobyInvestment adviser rep
- Charles M. MatisiAlso a broker rep
- Gary J. NagleCertified Financial Planner · Also a broker rep
- Steven J. SchmidtAlso a broker rep
- Edward V. Vrona Jr.Also a broker rep
- Richard E. WesterbergAlso a broker rep
- Nicole E. WoodAlso 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 Holbrook
All Holbrook advisors →Citigroup Global Markets Inc. 10Pfs Investments Inc. 6Capital Analysts 4Cetera Investment Advisers LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Holbrook?
15 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Holbrook, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 14 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Holbrook?
Osaic Wealth, Inc. ranks number 1 in Holbrook by registered advisors, ahead of Citigroup Global Markets Inc. (10).
How do I check a Osaic Wealth, Inc. advisor in Holbrook?
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.