Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Pittsford, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Pittsford, A to Z.
The short answer
15 registered advisors work at Osaic Wealth, Inc. in Pittsford, out of 7,289 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 15 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Pittsford, A to Z
Every Osaic Wealth, Inc. advisor →- Daniel J. AspenleiterCertified Financial Planner · Also a broker rep
- Jacob D. BlondellAlso a broker rep
- Ryan P. CollinsAlso a broker rep
- Andrew L. CominsChartered Financial Consultant · Also a broker rep
- Tamara E. CominsAlso a broker rep
- Kevin CrossAlso a broker rep
- Michael J. CudlippAlso a broker rep
- James N. HenryAlso a broker rep
- Dean M. LicataAlso a broker rep
- Thomas M. McLeanAlso a broker rep
- David J. NicholsCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Terianne PaytonAlso a broker rep
- Brian J. ProvostAlso a broker rep
- Michael S. SilversteinAlso a broker rep
- Trevor SmithAlso 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 Pittsford
All Pittsford advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 54LPL Financial LLC 26Wells Fargo Clearing Services, LLC 25Commonwealth Financial Network 16Alesco Advisors, LLC, An Esl Company 14Morgan Stanley 14Blue Horizon Equity, Inc. 12Charles Schwab & Co., Inc. 12LPL Enterprise, LLC 11Park Avenue Securities LLC 11Cetera Investment Advisers LLC 8Wealth Enhancement Advisory Services, LLC 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Pittsford?
15 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 15 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Pittsford?
Osaic Wealth, Inc. ranks number 5 in Pittsford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.
How do I check a Osaic Wealth, Inc. advisor in Pittsford?
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.