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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

7 registered advisors work at Osaic Wealth, Inc. in Orchard Park, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Orchard 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 Orchard Park

All Orchard Park advisors →

Silver Grove Advisory Services 14LPL Financial LLC 10LPL Enterprise, LLC 8Moldenhauer & Associates 7Waterford Advisors, LLC 6Merit Financial Advisors 5Morgan Stanley 5Raymond James Financial Services Advisors, Inc. 5Commonwealth Financial Network 4Cambridge Investment Research Advisors, Inc. 3Farrell Financial 3Wny Asset Management, LLC 3

Questions

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

7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Orchard Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 5 in Orchard Park by registered advisors; Silver Grove Advisory Services has the most, with 14.

How do I check a Osaic Wealth, Inc. advisor in Orchard 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.