Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Rochester, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Rochester, A to Z.
The short answer
40 registered advisors work at Osaic Wealth, Inc. in Rochester, out of 7,289 at the firm nationwide; it ranks number 7 in the city by advisors. 7 list the CFP designation and 40 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Rochester, A to Z
Every Osaic Wealth, Inc. advisor →- Reo B. AldermanAlso a broker rep
- Judith G. Alexander-WasleyAlso a broker rep
- Robert J. BartolottaAlso a broker rep
- Scott L. BattleCertified Financial Planner · Also a broker rep
- Melissa M. BlancoAlso a broker rep
- Brian A. BlausteinAlso a broker rep
- Jodie L. BorlaugAlso a broker rep
- Timothy BrownAlso a broker rep
- Zachary E. ChurchAlso a broker rep
- Alyssa R. CruzAlso a broker rep
- Aimee F. CummingsAlso a broker rep
- Edward M. DenningAlso a broker rep
- Cathy A. EliaAlso a broker rep
- Kevin GardenCertified Financial Planner · Also a broker rep
- Torrey J. GiancursioAlso a broker rep
- James R. GrayAlso a broker rep
- Guy F. GuarreraAlso a broker rep
- Stephen HarperAlso a broker rep
- Richard A. HarterAlso a broker rep
- Charles G. HerendeenAlso a broker rep
- Reginal R. HynesAlso a broker rep
- Kenneth E. IngersollAlso a broker rep
- Robert LukasikAlso a broker rep
- Alissa T. LusardiAlso a broker rep
- Hope A. ManiatisAlso a broker rep
- Adam C. MorganCertified Financial Planner · Also a broker rep
- Michael W. PalumbosChartered Financial Consultant · Also a broker rep
- David C. QuickCertified Financial Planner · Also a broker rep
- Paula M. RogalaCertified Financial Planner · Also a broker rep
- Patrick W. RyanCertified Financial Planner · Also a broker rep
- Donald J. Savino Jr.Also a broker rep
- Kathleen E. ShedlerAlso a broker rep
- Anthony L. SimonettiAlso a broker rep
- Todd R. SlothAlso a broker rep
- Christian B. SparacinoAlso a broker rep
- Keith W. SplainAlso a broker rep
- Gary E. StirkAlso a broker rep
- Samantha R. WebsterCertified Financial Planner · Also a broker rep
- Brian R. WhitbeckAlso a broker rep
- Robert J. WhitbeckAlso 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 43Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33Chicago, IL 32
Other firms in Rochester
All Rochester advisors →LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23Cetera Investment Advisers LLC 23
Questions
How many financial advisors does Osaic Wealth, Inc. have in Rochester?
40 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 7 list the CFP designation and 40 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Rochester?
Osaic Wealth, Inc. ranks number 7 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Osaic Wealth, Inc. advisor in Rochester?
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.