Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Victor, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Victor, A to Z.
The short answer
11 registered advisors work at Osaic Wealth, Inc. in Victor, out of 7,287 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Victor, A to Z
Every Osaic Wealth, Inc. advisor →- Adam AmbielliChartered Financial Consultant · Also a broker rep
- Victoria I. BachAlso a broker rep
- Courtenay A. CatalfamoAlso a broker rep
- Bruce G. CharletonAlso a broker rep
- Daniel J. CusatoAlso a broker rep
- Nathan T. ElversChartered Financial Consultant · Also a broker rep
- Emily J. MangusAlso a broker rep
- Matthew D. PiasecznyChartered Financial Consultant · Also a broker rep
- Mark T. TemperatoChartered Financial Consultant · Also a broker rep
- Jeffrey M. WesterAlso a broker rep
- Steven B. WhittemoreAlso 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 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 Victor
All Victor advisors →Cooper/Haims Advisors, LLC 9Eagle Strategies LLC 8Flfs Advisory LLC 5Prosperity Advisory Group LLC 3The Pitti Group Wealth Management, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Victor?
11 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Victor, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Victor?
Osaic Wealth, Inc. ranks number 1 in Victor by registered advisors, ahead of Cooper/Haims Advisors, LLC (9).
How do I check a Osaic Wealth, Inc. advisor in Victor?
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.