Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Uniondale, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Uniondale, A to Z.
The short answer
7 registered advisors work at Osaic Wealth, Inc. in Uniondale, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Uniondale, A to Z
Every Osaic Wealth, Inc. advisor →- William AganAlso a broker rep
- Benjamin R. ChafitzAlso a broker rep
- Paul H. EssnerCertified Financial Planner · Also a broker rep
- Seth KarasinAlso a broker rep
- Candice LiraCertified Financial Planner · Also a broker rep
- Sean M. RosenfeldAlso a broker rep
- Michael P. WatersChartered Financial Consultant · Also 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 Uniondale
All Uniondale advisors →Citigroup Global Markets Inc. 24Cetera Investment Advisers LLC 13Eagle Strategies LLC 10Edelman Financial Engines 6Henley & Company Wealth Management LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Uniondale?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Uniondale, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Uniondale?
Osaic Wealth, Inc. ranks number 4 in Uniondale by registered advisors; Citigroup Global Markets Inc. has the most, with 24.
How do I check a Osaic Wealth, Inc. advisor in Uniondale?
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.